PSDUX Mutual Fund

PSDUX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+1.71%
3 Months
+0.61%
6 Months
+0.75%
YTD
+1.56%
1 Year
+2.09%
3 Years (annualized)
+3.97%
5 Years (annualized)
+2.09%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDUX 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
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
-0.87%
vs Peers
+2.42%

PSDUX Mutual Fund Performance

PSDUX performance across multiple time periods: 1-month 1.71%, YTD 1.56%, 1-year 2.09%, 3-year 3.97%, 5-year 2.09%, 10-year 1.78%.

PSDUX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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