PDFLX Mutual Fund

PDFLX Mutual Fund

NAV$12.01
See how much of PDFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.01%
3 Months
+2.00%
6 Months
+4.35%
YTD
+5.48%
1 Year
+12.89%
3 Years (annualized)
+13.26%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.48%
Peer Avg (YTD)
+6.99%
vs Peers
-1.52%

PDFLX Mutual Fund Performance

PDFLX performance across multiple time periods: 1-month -1.01%, YTD 5.48%, 1-year 12.89%, 3-year 13.26%, 5-year 7.17%.

PDFLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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