PDIFX Mutual Fund

NAV$18.37

Returns Overview

1 Month
+0.17%
3 Months
+6.22%
6 Months
+6.60%
YTD
+4.92%
1 Year
+18.66%
3 Years (annualized)
+16.36%
5 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIFX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+9.13%
vs Peers
-4.22%

PDIFX Mutual Fund Performance

PDIFX performance across multiple time periods: 1-month 0.17%, YTD 4.92%, 1-year 18.66%, 3-year 16.36%, 5-year 7.64%.

PDIFX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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