PEDIX Mutual Fund

PEDIX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-7.62%
3 Months
-4.74%
6 Months
-6.52%
YTD
-6.02%
1 Year
-3.54%
3 Years (annualized)
-5.40%
5 Years (annualized)
-12.13%
10 Years (annualized)
-4.34%

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
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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
FTSE STRIPS Index 20+ Year Sub-Index(^FS20Y)
This Mutual Fund (YTD)
-6.02%
Peer Avg (YTD)
+0.12%
vs Peers
-6.14%

PEDIX Mutual Fund Performance

PEDIX performance across multiple time periods: 1-month -7.62%, YTD -6.02%, 1-year -3.54%, 3-year -5.40%, 5-year -12.13%, 10-year -4.34%.

PEDIX returns trail the peer average of 0.12% YTD. With an expense ratio of 5.37%, investors should weigh costs against performance when evaluating this mutual fund.

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