PDPAX Mutual Fund

NAV$17.74

Returns Overview

1 Month
-0.68%
3 Months
+2.05%
6 Months
+10.79%
YTD
+10.23%
1 Year
+18.09%
3 Years (annualized)
+14.06%
5 Years (annualized)
+8.94%
10 Years (annualized)
+6.89%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+3.47%
vs Peers
+6.75%

PDPAX Mutual Fund Performance

PDPAX performance across multiple time periods: 1-month -0.68%, YTD 10.23%, 1-year 18.09%, 3-year 14.06%, 5-year 8.94%, 10-year 6.89%.

PDPAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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