PDAVX Mutual Fund

NAV$13.78

Returns Overview

1 Month
-1.60%
3 Months
+9.35%
6 Months
+5.85%
YTD
+5.20%
1 Year
+12.06%
3 Years (annualized)
+10.09%
5 Years (annualized)
+2.84%
10 Years (annualized)
+5.55%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+5.87%
vs Peers
-0.67%

PDAVX Mutual Fund Performance

PDAVX performance across multiple time periods: 1-month -1.60%, YTD 5.20%, 1-year 12.06%, 3-year 10.09%, 5-year 2.84%, 10-year 5.55%.

PDAVX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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