PDVAX Mutual Fund

PDVAX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.52%
3 Months
+0.02%
6 Months
-0.16%
YTD
+1.48%
1 Year
+4.76%
3 Years (annualized)
+7.53%
5 Years (annualized)
+1.92%
10 Years (annualized)
+3.40%

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
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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 Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+2.15%
vs Peers
-0.67%

PDVAX Mutual Fund Performance

PDVAX performance across multiple time periods: 1-month 0.52%, YTD 1.48%, 1-year 4.76%, 3-year 7.53%, 5-year 1.92%, 10-year 3.40%.

PDVAX returns trail the peer average of 2.15% 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.