PDLTX Mutual Fund

NAV$11.29

Returns Overview

1 Month
+0.45%
3 Months
+5.32%
6 Months
+4.74%
YTD
+4.54%
1 Year
+13.10%
3 Years (annualized)
+12.05%
5 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+7.64%
vs Peers
-3.10%

PDLTX Mutual Fund Performance

PDLTX performance across multiple time periods: 1-month 0.45%, YTD 4.54%, 1-year 13.10%, 3-year 12.05%, 5-year 5.88%.

PDLTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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