PDSAX Mutual Fund

PDSAX Mutual Fund

NAV$9.92
See how much of PDSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.17%
3 Months
+0.02%
6 Months
+0.08%
YTD
+0.77%
1 Year
+1.27%
3 Years (annualized)
+3.95%
5 Years (annualized)
+1.18%
10 Years (annualized)
+1.59%

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
PROUpgrade to run

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)
+0.77%
Peer Avg (YTD)
-0.87%
vs Peers
+1.64%

PDSAX Mutual Fund Performance

PDSAX performance across multiple time periods: 1-month 2.17%, YTD 0.77%, 1-year 1.27%, 3-year 3.95%, 5-year 1.18%, 10-year 1.59%.

PDSAX returns outperform the peer average of -0.87% 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.