PDPCX Mutual Fund

PDPCX Mutual Fund

NAV$16.91
See how much of PDPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

YTD
+4.19%
1 Year
+11.77%
3 Years (annualized)
+9.80%
5 Years (annualized)
+6.77%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+2.39%
vs Peers
+1.80%

PDPCX Mutual Fund Performance

PDPCX performance across multiple time periods: YTD 4.19%, 1-year 11.77%, 3-year 9.80%, 5-year 6.77%, 10-year 5.46%.

PDPCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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