PDSZX Mutual Fund

PDSZX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+2.07%
3 Months
-0.04%
6 Months
+0.09%
YTD
+0.88%
1 Year
+1.42%
3 Years (annualized)
+4.20%
5 Years (annualized)
+1.44%
10 Years (annualized)
+1.88%

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
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📉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)
+0.88%
Peer Avg (YTD)
-0.87%
vs Peers
+1.74%

PDSZX Mutual Fund Performance

PDSZX performance across multiple time periods: 1-month 2.07%, YTD 0.88%, 1-year 1.42%, 3-year 4.20%, 5-year 1.44%, 10-year 1.88%.

PDSZX returns outperform the peer average of -0.87% 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.