PDFAX Mutual Fund

PDFAX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+0.14%
3 Months
+0.09%
6 Months
-0.23%
YTD
+0.43%
1 Year
+1.87%
3 Years (annualized)
+4.05%
5 Years (annualized)
+1.44%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFAX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasury & Agency Index(^IBML3YUTRSA)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+2.15%
vs Peers
-1.73%

PDFAX Mutual Fund Performance

PDFAX performance across multiple time periods: 1-month 0.14%, YTD 0.43%, 1-year 1.87%, 3-year 4.05%, 5-year 1.44%, 10-year 1.52%.

PDFAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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