PDIIX Mutual Fund

PDIIX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.55%
3 Months
+0.12%
6 Months
+0.04%
YTD
+1.75%
1 Year
+5.18%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIIX 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
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📉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)
+1.75%
Peer Avg (YTD)
+2.15%
vs Peers
-0.41%

PDIIX Mutual Fund Performance

PDIIX performance across multiple time periods: 1-month 0.55%, YTD 1.75%, 1-year 5.18%, 3-year 7.94%, 5-year 2.30%, 10-year 3.80%.

PDIIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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