PLDIX Mutual Fund

PLDIX Mutual Fund

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Returns Overview

1 Month
+0.27%
3 Months
+0.24%
6 Months
-0.08%
YTD
+0.69%
1 Year
+2.17%
3 Years (annualized)
+4.64%
5 Years (annualized)
+1.86%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Treasury & Agency Index(^IBML3YUTRSA)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+2.15%
vs Peers
-1.46%

PLDIX Mutual Fund Performance

PLDIX performance across multiple time periods: 1-month 0.27%, YTD 0.69%, 1-year 2.17%, 3-year 4.64%, 5-year 1.86%, 10-year 1.89%.

PLDIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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