PMDIX Mutual Fund

NAV$23.02

Returns Overview

1 Month
+6.51%
3 Months
+14.50%
6 Months
+19.04%
YTD
+16.88%
1 Year
+28.14%
3 Years (annualized)
+17.17%
5 Years (annualized)
+11.14%
10 Years (annualized)
+10.49%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.88%
Peer Avg (YTD)
+10.82%
vs Peers
+6.07%

PMDIX Mutual Fund Performance

PMDIX performance across multiple time periods: 1-month 6.51%, YTD 16.88%, 1-year 28.14%, 3-year 17.17%, 5-year 11.14%, 10-year 10.49%.

PMDIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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