PDVMX Mutual Fund

PDVMX Mutual Fund

NAV$4.70
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Returns Overview

1 Month
+1.14%
3 Months
-0.37%
6 Months
-0.46%
YTD
+0.19%
1 Year
+1.21%
3 Years (annualized)
+6.88%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVMX 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 US Aggregate Index
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+1.93%
vs Peers
-1.74%

PDVMX Mutual Fund Performance

PDVMX performance across multiple time periods: 1-month 1.14%, YTD 0.19%, 1-year 1.21%, 3-year 6.88%, 5-year 2.43%, 10-year 2.42%.

PDVMX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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