PMDDX Mutual Fund

PMDDX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
-1.70%
3 Months
+2.66%
6 Months
+2.84%
YTD
+14.29%
1 Year
+15.59%
3 Years (annualized)
+13.11%
5 Years (annualized)
+8.24%
10 Years (annualized)
+7.95%

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
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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)
+14.29%
Peer Avg (YTD)
+9.89%
vs Peers
+4.40%

PMDDX Mutual Fund Performance

PMDDX performance across multiple time periods: 1-month -1.70%, YTD 14.29%, 1-year 15.59%, 3-year 13.11%, 5-year 8.24%, 10-year 7.95%.

PMDDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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