PDSZX Mutual Fund

PDSZX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.47%
3 Months
+1.33%
6 Months
+1.65%
YTD
+1.54%
1 Year
+4.48%
3 Years (annualized)
+3.95%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.90%

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)
+1.54%
Peer Avg (YTD)
+1.79%
vs Peers
-0.24%

PDSZX Mutual Fund Performance

PDSZX performance across multiple time periods: 1-month 0.47%, YTD 1.54%, 1-year 4.48%, 3-year 3.95%, 5-year 1.51%, 10-year 1.90%.

PDSZX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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