PEDIX Mutual Fund

NAV$11.72

Returns Overview

1 Month
+1.93%
3 Months
+1.51%
6 Months
+1.49%
YTD
+1.73%
1 Year
+3.06%
3 Years (annualized)
-4.03%
5 Years (annualized)
-9.87%
10 Years (annualized)
-3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE STRIPS Index 20+ Year Sub-Index(^FS20Y)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+3.23%
vs Peers
-1.50%

PEDIX Mutual Fund Performance

PEDIX performance across multiple time periods: 1-month 1.93%, YTD 1.73%, 1-year 3.06%, 3-year -4.03%, 5-year -9.87%, 10-year -3.24%.

PEDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 6.80%, investors should weigh costs against performance when evaluating this mutual fund.

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