PMDRX Mutual Fund

PMDRX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-0.63%
3 Months
-0.18%
6 Months
-0.68%
YTD
-0.37%
1 Year
+3.37%
3 Years (annualized)
+5.06%
5 Years (annualized)
+1.29%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDRX 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
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📉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
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.12%
vs Peers
-0.49%

PMDRX Mutual Fund Performance

PMDRX performance across multiple time periods: 1-month -0.63%, YTD -0.37%, 1-year 3.37%, 3-year 5.06%, 5-year 1.29%, 10-year 2.24%.

PMDRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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