PDBZX Mutual Fund

PDBZX Mutual Fund

NAV$11.44
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Returns Overview

1 Month
+0.42%
3 Months
-1.45%
6 Months
-1.93%
YTD
+0.23%
1 Year
+2.24%
3 Years (annualized)
+9.39%
5 Years (annualized)
+11.97%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDBZX 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)
+0.23%
Peer Avg (YTD)
+2.15%
vs Peers
-1.92%

PDBZX Mutual Fund Performance

PDBZX performance across multiple time periods: 1-month 0.42%, YTD 0.23%, 1-year 2.24%, 3-year 9.39%, 5-year 11.97%, 10-year 7.86%.

PDBZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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