PSDPX Mutual Fund

PSDPX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
-1.42%
3 Months
-1.40%
6 Months
-0.54%
YTD
-0.11%
1 Year
+0.71%
3 Years (annualized)
+3.68%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
-3.84%
vs Peers
+3.73%

PSDPX Mutual Fund Performance

PSDPX performance across multiple time periods: 1-month -1.42%, YTD -0.11%, 1-year 0.71%, 3-year 3.68%, 5-year 1.96%, 10-year 1.86%.

PSDPX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

PSDPX vs another fund shows side-by-side returns. PSDPX alternatives are available in the Mutual Fund Screener.