PSDLX Mutual Fund

NAV$10.10

Returns Overview

1 Month
+0.30%
3 Months
+0.91%
6 Months
+1.53%
YTD
+1.53%
1 Year
+3.72%
3 Years (annualized)
+4.74%
5 Years (annualized)
+3.39%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDLX 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
ICE Bank of America Merrill Lynch US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-1.70%

PSDLX Mutual Fund Performance

PSDLX performance across multiple time periods: 1-month 0.30%, YTD 1.53%, 1-year 3.72%, 3-year 4.74%, 5-year 3.39%, 10-year 2.23%.

PSDLX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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