PBDPX Mutual Fund

PBDPX Mutual Fund

NAV$8.53
See how much of PBDPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
-0.76%
6 Months
-2.02%
YTD
-0.09%
1 Year
+2.25%
3 Years (annualized)
+5.38%
10 Years (annualized)
+2.43%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+2.15%
vs Peers
-2.24%

PBDPX Mutual Fund Performance

PBDPX performance across multiple time periods: 1-month 0.50%, YTD -0.09%, 1-year 2.25%, 3-year 5.38%, 10-year 2.43%.

PBDPX returns trail the peer average of 2.15% 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.