PSDIX Mutual Fund

PSDIX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
-1.41%
3 Months
-1.38%
6 Months
-0.49%
YTD
-0.04%
1 Year
+0.81%
3 Years (annualized)
+3.79%
5 Years (annualized)
+2.10%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
-3.84%
vs Peers
+3.80%

PSDIX Mutual Fund Performance

PSDIX performance across multiple time periods: 1-month -1.41%, YTD -0.04%, 1-year 0.81%, 3-year 3.79%, 5-year 2.10%, 10-year 1.98%.

PSDIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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