PDKAX Mutual Fund

PDKAX Mutual Fund

NAV$11.13
See how much of PDKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+0.53%
6 Months
+2.55%
YTD
+4.44%
1 Year
+8.37%
3 Years (annualized)
+11.09%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKAX 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)
+4.44%
Peer Avg (YTD)
+8.76%
vs Peers
-4.31%

PDKAX Mutual Fund Performance

PDKAX performance across multiple time periods: 1-month 1.17%, YTD 4.44%, 1-year 8.37%, 3-year 11.09%, 5-year 4.74%.

PDKAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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