PSDRX Mutual Fund

PSDRX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+0.29%
3 Months
+0.82%
6 Months
+1.44%
YTD
+2.05%
1 Year
+3.51%
3 Years (annualized)
+4.60%
5 Years (annualized)
+3.35%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDRX 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
ICE Bank of America Merrill Lynch US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+2.15%
vs Peers
-0.11%

PSDRX Mutual Fund Performance

PSDRX performance across multiple time periods: 1-month 0.29%, YTD 2.05%, 1-year 3.51%, 3-year 4.60%, 5-year 3.35%, 10-year 2.21%.

PSDRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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