PEDIX Mutual Fund

PEDIX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
+8.33%
3 Months
+0.66%
6 Months
-4.11%
YTD
-5.40%
1 Year
-9.77%
3 Years (annualized)
+3.27%
5 Years (annualized)
-11.96%
10 Years (annualized)
-3.41%

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)
-5.40%
Peer Avg (YTD)
+1.93%
vs Peers
-7.33%

PEDIX Mutual Fund Performance

PEDIX performance across multiple time periods: 1-month 8.33%, YTD -5.40%, 1-year -9.77%, 3-year 3.27%, 5-year -11.96%, 10-year -3.41%.

PEDIX returns trail the peer average of 1.93% 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.