PDVRX Mutual Fund

PDVRX Mutual Fund

NAV$4.74
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Returns Overview

1 Month
-0.21%
3 Months
-0.68%
6 Months
-0.55%
YTD
+0.55%
1 Year
+2.37%
3 Years (annualized)
+6.23%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVRX 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)
+0.55%
Peer Avg (YTD)
+2.15%
vs Peers
-1.61%

PDVRX Mutual Fund Performance

PDVRX performance across multiple time periods: 1-month -0.21%, YTD 0.55%, 1-year 2.37%, 3-year 6.23%, 5-year 2.22%, 10-year 2.77%.

PDVRX 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.

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