PDLKX Mutual Fund

PDLKX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+0.35%
3 Months
+5.13%
6 Months
+4.27%
YTD
+4.18%
1 Year
+12.25%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.10%

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)
+4.18%
Peer Avg (YTD)
+7.64%
vs Peers
-3.46%

PDLKX Mutual Fund Performance

PDLKX performance across multiple time periods: 1-month 0.35%, YTD 4.18%, 1-year 12.25%, 3-year 11.22%, 5-year 5.10%.

PDLKX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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