PDAVX Mutual Fund

PDAVX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-0.44%
3 Months
+2.43%
6 Months
+3.13%
YTD
+4.73%
1 Year
+12.20%
3 Years (annualized)
+9.49%
5 Years (annualized)
+2.56%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+5.54%
vs Peers
-0.81%

PDAVX Mutual Fund Performance

PDAVX performance across multiple time periods: 1-month -0.44%, YTD 4.73%, 1-year 12.20%, 3-year 9.49%, 5-year 2.56%, 10-year 5.18%.

PDAVX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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