PDBRX Mutual Fund

PDBRX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+0.39%
3 Months
-1.55%
6 Months
-2.12%
YTD
-0.11%
1 Year
+1.84%
3 Years (annualized)
+8.93%
5 Years (annualized)
+11.61%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDBRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+2.15%
vs Peers
-2.27%

PDBRX Mutual Fund Performance

PDBRX performance across multiple time periods: 1-month 0.39%, YTD -0.11%, 1-year 1.84%, 3-year 8.93%, 5-year 11.61%, 10-year 1.71%.

PDBRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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