PDFDX Mutual Fund

PDFDX Mutual Fund

NAV$54.60
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Returns Overview

1 Month
+7.41%
3 Months
+9.03%
6 Months
+2.64%
YTD
+2.73%
1 Year
+34.23%
3 Years (annualized)
+10.40%
5 Years (annualized)
-0.23%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFDX 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
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📉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
Wilshire US Micro Cap Index(^W5KMICRO)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+1.69%
vs Peers
+1.04%

PDFDX Mutual Fund Performance

PDFDX performance across multiple time periods: 1-month 7.41%, YTD 2.73%, 1-year 34.23%, 3-year 10.40%, 5-year -0.23%, 10-year 12.89%.

PDFDX returns outperform the peer average of 1.69% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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