PDFLX Mutual Fund

PDFLX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+0.26%
3 Months
+0.17%
6 Months
+2.17%
YTD
+5.66%
1 Year
+7.08%
3 Years (annualized)
+15.64%
5 Years (annualized)
+6.86%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+6.70%
vs Peers
-1.04%

PDFLX Mutual Fund Performance

PDFLX performance across multiple time periods: 1-month 0.26%, YTD 5.66%, 1-year 7.08%, 3-year 15.64%, 5-year 6.86%.

PDFLX returns trail the peer average of 6.70% 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.