PSDTX Mutual Fund

PSDTX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.32%
3 Months
+0.92%
6 Months
+1.64%
YTD
+2.32%
1 Year
+3.81%
3 Years (annualized)
+5.01%
5 Years (annualized)
+3.89%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDTX 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 US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.15%
vs Peers
+0.16%

PSDTX Mutual Fund Performance

PSDTX performance across multiple time periods: 1-month 0.32%, YTD 2.32%, 1-year 3.81%, 3-year 5.01%, 5-year 3.89%, 10-year 2.65%.

PSDTX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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