PSDAX Mutual Fund

NAV$8.34

Returns Overview

1 Month
+0.22%
3 Months
+0.80%
6 Months
+1.16%
YTD
+1.16%
1 Year
+3.40%
3 Years (annualized)
+3.44%
5 Years (annualized)
+1.75%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDAX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.79%
vs Peers
-0.63%

PSDAX Mutual Fund Performance

PSDAX performance across multiple time periods: 1-month 0.22%, YTD 1.16%, 1-year 3.40%, 3-year 3.44%, 5-year 1.75%, 10-year 1.59%.

PSDAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

PSDAX performance comparison shows side-by-side returns with another fund. PSDAX alternatives are available in the Mutual Fund Screener.