PXDIX Mutual Fund

NAV$10.75

Returns Overview

6 Months
+5.19%
YTD
+4.27%
1 Year
+5.50%
3 Years (annualized)
+26.32%
5 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXDIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Infrastructure Funds Index
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+11.24%
vs Peers
-6.98%

PXDIX Mutual Fund Performance

PXDIX performance across multiple time periods: YTD 4.27%, 1-year 5.50%, 3-year 26.32%, 5-year 14.32%.

PXDIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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