PDVYX Mutual Fund

PDVYX Mutual Fund

NAV$4.92
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Returns Overview

1 Month
-0.58%
3 Months
+0.24%
6 Months
+0.95%
YTD
+1.04%
1 Year
+4.32%
3 Years (annualized)
+6.79%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVYX 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 US Aggregate Index
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+0.12%
vs Peers
+0.92%

PDVYX Mutual Fund Performance

PDVYX performance across multiple time periods: 1-month -0.58%, YTD 1.04%, 1-year 4.32%, 3-year 6.79%, 5-year 2.61%, 10-year 3.65%.

PDVYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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