PDAVX Mutual Fund

PDAVX Mutual Fund

NAV$13.65
See how much of PDAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.22%
3 Months
+0.15%
6 Months
+5.18%
YTD
+7.06%
1 Year
+12.85%
3 Years (annualized)
+11.29%
5 Years (annualized)
+2.70%
10 Years (annualized)
+5.41%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+6.28%
vs Peers
+0.78%

PDAVX Mutual Fund Performance

PDAVX performance across multiple time periods: 1-month 2.22%, YTD 7.06%, 1-year 12.85%, 3-year 11.29%, 5-year 2.70%, 10-year 5.41%.

PDAVX returns outperform the peer average of 6.28% 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.