PSDUX Mutual Fund

PSDUX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
-1.42%
3 Months
-1.41%
6 Months
-0.57%
YTD
-0.15%
1 Year
+0.66%
3 Years (annualized)
+3.63%
5 Years (annualized)
+1.95%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDUX 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)
-0.15%
Peer Avg (YTD)
-3.82%
vs Peers
+3.67%

PSDUX Mutual Fund Performance

PSDUX performance across multiple time periods: 1-month -1.42%, YTD -0.15%, 1-year 0.66%, 3-year 3.63%, 5-year 1.95%, 10-year 1.78%.

PSDUX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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