PMDAX Mutual Fund

PMDAX Mutual Fund

NAV$21.38
See how much of PMDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.60%
3 Months
-7.84%
6 Months
+5.45%
YTD
+7.59%
1 Year
+10.97%
3 Years (annualized)
+13.95%
5 Years (annualized)
+9.06%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+6.72%
vs Peers
+0.87%

PMDAX Mutual Fund Performance

PMDAX performance across multiple time periods: 1-month -4.60%, YTD 7.59%, 1-year 10.97%, 3-year 13.95%, 5-year 9.06%, 10-year 8.76%.

PMDAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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