PDAWX Mutual Fund

PDAWX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+1.48%
3 Months
+0.90%
6 Months
+4.67%
YTD
+6.56%
1 Year
+11.51%
3 Years (annualized)
+13.91%
5 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAWX 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)
+6.56%
Peer Avg (YTD)
+8.76%
vs Peers
-2.19%

PDAWX Mutual Fund Performance

PDAWX performance across multiple time periods: 1-month 1.48%, YTD 6.56%, 1-year 11.51%, 3-year 13.91%, 5-year 6.57%.

PDAWX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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