PDAKX Mutual Fund

PDAKX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
+0.26%
3 Months
+0.09%
6 Months
+2.00%
YTD
+5.30%
1 Year
+6.69%
3 Years (annualized)
+15.65%
5 Years (annualized)
+6.69%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+6.70%
vs Peers
-1.40%

PDAKX Mutual Fund Performance

PDAKX performance across multiple time periods: 1-month 0.26%, YTD 5.30%, 1-year 6.69%, 3-year 15.65%, 5-year 6.69%.

PDAKX returns trail the peer average of 6.70% 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.