PDI ETF

PDI ETF
$14.33
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Returns Overview

1 Month
+0.76%
3 Months
+2.30%
6 Months
+2.22%
YTD
+2.82%
1 Year
+7.80%
3 Years (annualized)
+13.79%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PDI 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This ETF (YTD)
+2.82%
Peer Avg (YTD)
+2.15%
vs Peers
+0.67%

PDI ETF Performance

PDI performance across multiple time periods: 1-month 0.76%, YTD 2.82%, 1-year 7.80%, 3-year 13.79%, 5-year 5.96%, 10-year 8.50%.

PDI returns outperform the peer average of 2.15% YTD. With an expense ratio of 5.12%, investors should weigh costs against performance when evaluating this ETF.

PDI vs another fund shows side-by-side returns. PDI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.76%N/A
3 Months+2.30%N/A
6 Months+2.22%N/A
1 Year+7.80%N/A
3 Years+13.79%N/A
5 Years+5.96%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized