PLDCX Mutual Fund

PLDCX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-0.40%
3 Months
+0.49%
6 Months
+0.49%
YTD
+0.99%
1 Year
+4.98%
3 Years (annualized)
+6.15%
5 Years (annualized)
+3.44%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLDCX 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 US Aggregate 1-3 Years Index(^BBUAG3Y)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.12%
vs Peers
+0.87%

PLDCX Mutual Fund Performance

PLDCX performance across multiple time periods: 1-month -0.40%, YTD 0.99%, 1-year 4.98%, 3-year 6.15%, 5-year 3.44%, 10-year 3.81%.

PLDCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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