PDLKX Mutual Fund

PDLKX Mutual Fund

NAV$11.52
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Returns Overview

1 Month
-1.05%
3 Months
+0.89%
6 Months
+2.25%
YTD
+3.09%
1 Year
+8.63%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLKX 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)
+3.09%
Peer Avg (YTD)
+6.99%
vs Peers
-3.90%

PDLKX Mutual Fund Performance

PDLKX performance across multiple time periods: 1-month -1.05%, YTD 3.09%, 1-year 8.63%, 3-year 9.90%, 5-year 4.46%.

PDLKX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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