PDVPX Mutual Fund

PDVPX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
-1.10%
3 Months
+0.42%
6 Months
+0.39%
YTD
+1.13%
1 Year
+5.85%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.18%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVPX 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 Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+0.12%
vs Peers
+1.01%

PDVPX Mutual Fund Performance

PDVPX performance across multiple time periods: 1-month -1.10%, YTD 1.13%, 1-year 5.85%, 3-year 7.51%, 5-year 2.18%, 10-year 3.78%.

PDVPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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