PMDHX Mutual Fund

PMDHX Mutual Fund

NAV$21.65
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Returns Overview

1 Month
-4.59%
3 Months
-7.79%
6 Months
+5.61%
YTD
+7.87%
1 Year
+11.31%
3 Years (annualized)
+14.34%
5 Years (annualized)
+9.42%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDHX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+6.72%
vs Peers
+1.15%

PMDHX Mutual Fund Performance

PMDHX performance across multiple time periods: 1-month -4.59%, YTD 7.87%, 1-year 11.31%, 3-year 14.34%, 5-year 9.42%, 10-year 9.56%.

PMDHX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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