PDVCX Mutual Fund

PDVCX Mutual Fund

NAV$4.70
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Returns Overview

3 Months
-0.57%
6 Months
-0.76%
YTD
+0.46%
1 Year
+1.91%
3 Years (annualized)
+5.33%
5 Years (annualized)
+1.47%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVCX 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 US Aggregate Index
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+2.15%
vs Peers
-1.69%

PDVCX Mutual Fund Performance

PDVCX performance across multiple time periods: YTD 0.46%, 1-year 1.91%, 3-year 5.33%, 5-year 1.47%, 10-year 2.15%.

PDVCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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