PDSAX Mutual Fund

PDSAX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-0.74%
3 Months
+0.06%
6 Months
+0.00%
YTD
+0.76%
1 Year
+2.89%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.93%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDSAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-8 Year Municipal Index(^BBG18YMI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+0.23%
vs Peers
+0.53%

PDSAX Mutual Fund Performance

PDSAX performance across multiple time periods: 1-month -0.74%, YTD 0.76%, 1-year 2.89%, 3-year 3.30%, 5-year 0.93%, 10-year 1.56%.

PDSAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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