PDINX Mutual Fund

NAV$4.97

Returns Overview

1 Month
-1.00%
3 Months
-1.00%
6 Months
-1.19%
YTD
-1.19%
1 Year
+5.04%
3 Years (annualized)
+7.11%
5 Years (annualized)
+2.03%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDINX 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 US Aggregate Index
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
+3.23%
vs Peers
-4.42%

PDINX Mutual Fund Performance

PDINX performance across multiple time periods: 1-month -1.00%, YTD -1.19%, 1-year 5.04%, 3-year 7.11%, 5-year 2.03%, 10-year 3.38%.

PDINX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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