PLDTX Mutual Fund

PLDTX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+0.16%
3 Months
+0.15%
6 Months
-0.10%
YTD
+0.59%
1 Year
+2.12%
3 Years (annualized)
+4.30%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLDTX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch 1-3 Year US Treasury & Agency Index(^IBML3YUTRSA)
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+2.15%
vs Peers
-1.56%

PLDTX Mutual Fund Performance

PLDTX performance across multiple time periods: 1-month 0.16%, YTD 0.59%, 1-year 2.12%, 3-year 4.30%, 5-year 1.69%, 10-year 1.77%.

PLDTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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