PMDIX Mutual Fund

PMDIX Mutual Fund

NAV$21.51
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Returns Overview

1 Month
-1.77%
3 Months
+3.85%
6 Months
+7.88%
YTD
+16.93%
1 Year
+23.68%
3 Years (annualized)
+13.75%
5 Years (annualized)
+9.95%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDIX 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)
+16.93%
Peer Avg (YTD)
+9.54%
vs Peers
+7.39%

PMDIX Mutual Fund Performance

PMDIX performance across multiple time periods: 1-month -1.77%, YTD 16.93%, 1-year 23.68%, 3-year 13.75%, 5-year 9.95%, 10-year 9.47%.

PMDIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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