PDICX Mutual Fund

PDICX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.46%
3 Months
-0.17%
6 Months
-0.53%
YTD
+0.98%
1 Year
+3.98%
3 Years (annualized)
+6.75%
5 Years (annualized)
+1.15%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDICX 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 Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+2.15%
vs Peers
-1.18%

PDICX Mutual Fund Performance

PDICX performance across multiple time periods: 1-month 0.46%, YTD 0.98%, 1-year 3.98%, 3-year 6.75%, 5-year 1.15%, 10-year 2.63%.

PDICX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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