PIDIX Mutual Fund

PIDIX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-0.52%
3 Months
-2.12%
6 Months
+2.29%
YTD
+8.19%
1 Year
+13.03%
3 Years (annualized)
+19.24%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIDIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+8.05%
vs Peers
+0.13%

PIDIX Mutual Fund Performance

PIDIX performance across multiple time periods: 1-month -0.52%, YTD 8.19%, 1-year 13.03%, 3-year 19.24%, 5-year 8.42%, 10-year 9.00%.

PIDIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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