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PineBridge Dynamic Asset Allc Invt Svcng (PDAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.55+0.04 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.34%
5-year average return3.60%
Number of years up5
Number of years down2
Best 1-yr total return (24 June 2024)16.06%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return16.06%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPDAVXCategory
YTD1.54%8.60%
1-month3.69%0.11%
3-month1.17%4.82%
1-year7.52%25.33%
3-year-3.30%8.02%
5-year3.61%8.06%
10-year0.00%6.03%
Last bull market12.28%13.54%
Last bear market-7.45%-13.20%

Annual total return (%) history

Year
PDAVXCategory
2024
N/AN/A
2023
7.60%N/A
2022
-16.77%N/A
2021
6.48%N/A
2020
12.87%6.18%
2019
14.84%16.10%
2018
-9.54%-8.26%
2017
16.06%14.79%
2016
N/A6.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.08%N/AN/AN/A
20233.88%-1.00%-3.40%8.32%
2022-9.06%-7.45%-6.36%5.59%
20211.59%4.08%-0.30%1.01%
2020-18.74%14.64%7.05%13.17%
20197.65%1.40%-1.94%7.29%
20180.18%-2.30%1.81%-9.22%
20174.48%2.61%3.27%4.83%
20160.20%3.75%0.04%N/A

Rank in category (by total return)

YTD95
1-month21
3-month95
1-year92
3-year97
5-year89

Load adjusted returns

1-year7.52%
3-year-3.30%
5-year3.61%
10-yearN/A