PDVAX Mutual Fund

PDVAX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+1.21%
3 Months
-0.90%
6 Months
-0.57%
YTD
+0.04%
1 Year
+0.86%
3 Years (annualized)
+8.29%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVAX 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 Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+2.28%
vs Peers
-2.24%

PDVAX Mutual Fund Performance

PDVAX performance across multiple time periods: 1-month 1.21%, YTD 0.04%, 1-year 0.86%, 3-year 8.29%, 5-year 1.99%, 10-year 3.28%.

PDVAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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