PMDRX Mutual Fund

PMDRX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+1.76%
3 Months
-0.06%
6 Months
-0.24%
YTD
-0.43%
1 Year
+0.52%
3 Years (annualized)
+5.73%
5 Years (annualized)
+1.61%
10 Years (annualized)
+2.30%

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)
-0.43%
Peer Avg (YTD)
+0.72%
vs Peers
-1.15%

PMDRX Mutual Fund Performance

PMDRX performance across multiple time periods: 1-month 1.76%, YTD -0.43%, 1-year 0.52%, 3-year 5.73%, 5-year 1.61%, 10-year 2.30%.

PMDRX returns trail the peer average of 0.72% 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.