PMDDX Mutual Fund

NAV$22.75

Returns Overview

1 Month
+6.40%
3 Months
+14.21%
6 Months
+18.46%
YTD
+16.34%
1 Year
+26.89%
3 Years (annualized)
+16.10%
5 Years (annualized)
+10.09%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDDX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+10.82%
vs Peers
+5.53%

PMDDX Mutual Fund Performance

PMDDX performance across multiple time periods: 1-month 6.40%, YTD 16.34%, 1-year 26.89%, 3-year 16.10%, 5-year 10.09%, 10-year 9.40%.

PMDDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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