PBDPX Mutual Fund

PBDPX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-1.55%
3 Months
-0.52%
6 Months
-1.09%
YTD
-0.59%
1 Year
+3.05%
3 Years (annualized)
+4.97%
5 Years (annualized)
-0.06%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBDPX 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 US Aggregate Index
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+0.12%
vs Peers
-0.71%

PBDPX Mutual Fund Performance

PBDPX performance across multiple time periods: 1-month -1.55%, YTD -0.59%, 1-year 3.05%, 3-year 4.97%, 5-year -0.06%, 10-year 2.41%.

PBDPX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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