PMDAX Mutual Fund

PMDAX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
-1.78%
3 Months
+3.81%
6 Months
+7.74%
YTD
+16.72%
1 Year
+23.34%
3 Years (annualized)
+13.44%
5 Years (annualized)
+10.23%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDAX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.72%
Peer Avg (YTD)
+9.54%
vs Peers
+7.18%

PMDAX Mutual Fund Performance

PMDAX performance across multiple time periods: 1-month -1.78%, YTD 16.72%, 1-year 23.34%, 3-year 13.44%, 5-year 10.23%, 10-year 9.46%.

PMDAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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