PIDCX Mutual Fund

NAV$12.59

Returns Overview

1 Month
-0.40%
3 Months
+6.22%
6 Months
+6.40%
YTD
+5.76%
1 Year
+16.06%
3 Years (annualized)
+13.92%
5 Years (annualized)
+7.41%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIDCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World NR Index Unhedged(^MWDNRUNH)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+5.87%
vs Peers
-0.10%

PIDCX Mutual Fund Performance

PIDCX performance across multiple time periods: 1-month -0.40%, YTD 5.76%, 1-year 16.06%, 3-year 13.92%, 5-year 7.41%, 10-year 7.15%.

PIDCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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