PDICX Mutual Fund

NAV$9.86

Returns Overview

1 Month
-1.40%
3 Months
-1.20%
6 Months
-2.38%
YTD
-2.09%
1 Year
+6.51%
3 Years (annualized)
+7.22%
5 Years (annualized)
+1.50%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDICX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
+3.23%
vs Peers
-5.31%

PDICX Mutual Fund Performance

PDICX performance across multiple time periods: 1-month -1.40%, YTD -2.09%, 1-year 6.51%, 3-year 7.22%, 5-year 1.50%, 10-year 3.03%.

PDICX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

PDICX performance comparison shows side-by-side returns with another fund. PDICX alternatives are available in the Mutual Fund Screener.