PEDIX Mutual Fund

PEDIX Mutual Fund

NAV$10.84
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Returns Overview

1 Month
-8.35%
3 Months
-14.16%
6 Months
-12.87%
YTD
-12.68%
1 Year
-14.74%
3 Years (annualized)
-3.43%
5 Years (annualized)
-11.83%
10 Years (annualized)
-4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDIX 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
FTSE STRIPS Index 20+ Year Sub-Index(^FS20Y)
This Mutual Fund (YTD)
-12.68%
Peer Avg (YTD)
+0.50%
vs Peers
-13.18%

PEDIX Mutual Fund Performance

PEDIX performance across multiple time periods: 1-month -8.35%, YTD -12.68%, 1-year -14.74%, 3-year -3.43%, 5-year -11.83%, 10-year -4.12%.

PEDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 5.37%, investors should weigh costs against performance when evaluating this mutual fund.

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