PMDIX Mutual Fund

PMDIX Mutual Fund

NAV$22.17
See how much of PMDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.29%
3 Months
-3.05%
6 Months
+0.69%
YTD
+11.31%
1 Year
+16.39%
3 Years (annualized)
+18.66%
5 Years (annualized)
+8.79%
10 Years (annualized)
+9.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+8.01%
vs Peers
+3.30%

PMDIX Mutual Fund Performance

PMDIX performance across multiple time periods: 1-month 3.29%, YTD 11.31%, 1-year 16.39%, 3-year 18.66%, 5-year 8.79%, 10-year 9.36%.

PMDIX returns outperform the peer average of 8.01% 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.