PDAKX Mutual Fund

PDAKX Mutual Fund

NAV$11.95
See how much of PDAKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.01%
3 Months
+1.91%
6 Months
+4.09%
YTD
+5.21%
1 Year
+12.47%
3 Years (annualized)
+13.27%
5 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+6.99%
vs Peers
-1.78%

PDAKX Mutual Fund Performance

PDAKX performance across multiple time periods: 1-month -1.01%, YTD 5.21%, 1-year 12.47%, 3-year 13.27%, 5-year 7.03%.

PDAKX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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