PDAIX Mutual Fund

PDAIX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
+2.30%
3 Months
+0.14%
6 Months
+5.26%
YTD
+7.14%
1 Year
+13.03%
3 Years (annualized)
+11.47%
5 Years (annualized)
+2.85%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAIX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+6.28%
vs Peers
+0.85%

PDAIX Mutual Fund Performance

PDAIX performance across multiple time periods: 1-month 2.30%, YTD 7.14%, 1-year 13.03%, 3-year 11.47%, 5-year 2.85%, 10-year 5.54%.

PDAIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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