PMDAX Mutual Fund

NAV$22.80

Returns Overview

1 Month
-0.22%
3 Months
+4.97%
6 Months
+8.42%
YTD
+15.27%
1 Year
+27.83%
3 Years (annualized)
+16.88%
5 Years (annualized)
+10.86%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMDAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+10.82%
vs Peers
+4.45%

PMDAX Mutual Fund Performance

PMDAX performance across multiple time periods: 1-month -0.22%, YTD 15.27%, 1-year 27.83%, 3-year 16.88%, 5-year 10.86%, 10-year 10.19%.

PMDAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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