PDIAX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+3.89%
3 Months
+11.53%
6 Months
+15.07%
YTD
+14.59%
1 Year
+23.42%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.76%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.59%
Peer Avg (YTD)
+9.49%
vs Peers
+5.10%

PDIAX Mutual Fund Performance

PDIAX performance across multiple time periods: 1-month 3.89%, YTD 14.59%, 1-year 23.42%, 3-year 14.83%, 5-year 8.76%, 10-year 11.18%.

PDIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

PDIAX performance comparison shows side-by-side returns with another fund. PDIAX alternatives are available in the Mutual Fund Screener.