PDVIX Mutual Fund

PDVIX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-1.69%
3 Months
-5.82%
6 Months
-3.40%
YTD
+7.16%
1 Year
+10.72%
3 Years (annualized)
+0.97%
5 Years (annualized)
+5.71%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVIX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+17.33%
vs Peers
-10.18%

PDVIX Mutual Fund Performance

PDVIX performance across multiple time periods: 1-month -1.69%, YTD 7.16%, 1-year 10.72%, 3-year 0.97%, 5-year 5.71%, 10-year 4.35%.

PDVIX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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