PMDRX Mutual Fund

PMDRX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+0.44%
3 Months
-0.08%
6 Months
-1.39%
YTD
+0.07%
1 Year
+2.22%
3 Years (annualized)
+5.21%
5 Years (annualized)
+1.42%
10 Years (annualized)
+2.31%

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
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
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+2.15%
vs Peers
-2.08%

PMDRX Mutual Fund Performance

PMDRX performance across multiple time periods: 1-month 0.44%, YTD 0.07%, 1-year 2.22%, 3-year 5.21%, 5-year 1.42%, 10-year 2.31%.

PMDRX returns trail the peer average of 2.15% 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.