PMDEX - PMC Diversified Equity
Nasdaq - Nasdaq Delayed price. Currency in USD
Performance overview
Morningstar return ratingN/A1
Year-to-date return7.32%
5-year average return5.01%
Number of years up9
Number of years down4
Best 1-yr total return (1 Jun 2023)28.14%
Worst 1-yr total return (1 Jun 2023)N/A
Best 3-yr total return28.14%
Worst 3-yr total return2.76%
Trailing returns (%) vs. Benchmarks
ReturnPMDEXCategory
YTD7.32%12.08%
1-month1.66%0.64%
3-month2.00%6.49%
1-year1.01%38.01%
3-year10.30%12.74%
5-year5.01%12.82%
10-year6.98%9.05%
Last bull market37.54%18.82%
Last bear market-14.97%-20.53%
Annual total return (%) history
YearPMDEXCategory
2023N/AN/A
2022-16.27%N/A
202120.46%N/A
202010.60%12.96%
201921.59%25.26%
2018-10.78%-10.06%
201721.06%22.28%
20166.28%6.93%
2015-3.57%-0.92%
20145.88%3.67%
201328.14%24.08%
201215.60%14.39%
2011-3.76%-7.19%
201017.22%14.49%
2009N/A34.45%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20236.04%N/AN/AN/A
2022-5.82%-14.97%-6.36%11.65%
20218.22%5.19%-0.96%6.83%
2020-24.44%18.90%6.86%15.22%
201910.50%2.64%-0.86%8.13%
2018-0.55%0.40%3.92%-14.02%
20175.95%3.16%4.87%5.61%
2016-0.80%0.45%4.44%2.13%
20152.30%0.16%-9.89%4.44%
20141.12%4.16%-2.37%2.96%
20138.53%0.62%8.10%8.55%
201211.64%-4.39%6.31%1.87%
20115.90%0.31%-18.01%10.49%
20104.72%-10.91%12.44%11.74%
20094.66%N/AN/AN/A
Rank in category (by total return)
YTD73
1-month86
3-month75
1-year62
3-year36
5-year81
Load adjusted returns
1-year2.40%
3-year12.71%
5-year5.31%
10-year7.05%
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