PDPAX Mutual Fund

PDPAX Mutual Fund

NAV$16.99
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Returns Overview

1 Month
+0.79%
3 Months
+1.82%
6 Months
-0.11%
YTD
+13.01%
1 Year
+17.56%
3 Years (annualized)
+14.63%
5 Years (annualized)
+9.09%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDPAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+4.75%
vs Peers
+8.26%

PDPAX Mutual Fund Performance

PDPAX performance across multiple time periods: 1-month 0.79%, YTD 13.01%, 1-year 17.56%, 3-year 14.63%, 5-year 9.09%, 10-year 7.21%.

PDPAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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