PMDIX Mutual Fund

PMDIX Mutual Fund

NAV$21.52
See how much of PMDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.63%
3 Months
-7.81%
6 Months
+5.56%
YTD
+7.76%
1 Year
+11.25%
3 Years (annualized)
+14.27%
5 Years (annualized)
+9.36%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDIX 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)
+7.76%
Peer Avg (YTD)
+6.72%
vs Peers
+1.04%

PMDIX Mutual Fund Performance

PMDIX performance across multiple time periods: 1-month -4.63%, YTD 7.76%, 1-year 11.25%, 3-year 14.27%, 5-year 9.36%, 10-year 9.06%.

PMDIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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