PDVMX Mutual Fund

PDVMX Mutual Fund

NAV$4.66
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Returns Overview

3 Months
-0.48%
6 Months
-0.55%
YTD
+0.56%
1 Year
+2.20%
3 Years (annualized)
+5.97%
5 Years (annualized)
+1.90%
10 Years (annualized)
+2.59%

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)
+0.56%
Peer Avg (YTD)
+2.15%
vs Peers
-1.59%

PDVMX Mutual Fund Performance

PDVMX performance across multiple time periods: YTD 0.56%, 1-year 2.20%, 3-year 5.97%, 5-year 1.90%, 10-year 2.59%.

PDVMX returns trail the peer average of 2.15% 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.