PEDMX Mutual Fund

PEDMX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
+2.56%
3 Months
+7.42%
6 Months
+3.97%
YTD
+6.83%
1 Year
+5.34%
3 Years (annualized)
+10.95%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+6.89%
vs Peers
-0.06%

PEDMX Mutual Fund Performance

PEDMX performance across multiple time periods: 1-month 2.56%, YTD 6.83%, 1-year 5.34%, 3-year 10.95%, 5-year 9.39%.

PEDMX returns trail the peer average of 6.89% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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