PDVGX Mutual Fund

PDVGX Mutual Fund

NAV$4.86
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Returns Overview

1 Month
-0.78%
3 Months
+0.06%
6 Months
+0.80%
YTD
+1.10%
1 Year
+4.45%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.66%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVGX 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)
+1.10%
Peer Avg (YTD)
+0.12%
vs Peers
+0.98%

PDVGX Mutual Fund Performance

PDVGX performance across multiple time periods: 1-month -0.78%, YTD 1.10%, 1-year 4.45%, 3-year 6.87%, 5-year 2.66%, 10-year 3.43%.

PDVGX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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