PDSZX Mutual Fund

PDSZX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.28%
3 Months
+0.14%
6 Months
-0.42%
YTD
+1.20%
1 Year
+3.10%
3 Years (annualized)
+3.84%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDSZX 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
Bloomberg 1-8 Year Municipal Index(^BBG18YMI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.15%
vs Peers
+1.05%

PDSZX Mutual Fund Performance

PDSZX performance across multiple time periods: 1-month 0.28%, YTD 1.20%, 1-year 3.10%, 3-year 3.84%, 5-year 1.33%, 10-year 1.84%.

PDSZX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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