PDAEX Mutual Fund

NAV$10.95

Returns Overview

1 Month
-1.36%
3 Months
+2.83%
6 Months
+3.73%
YTD
+3.63%
1 Year
+8.41%
3 Years (annualized)
+7.91%
5 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+7.64%
vs Peers
-4.01%

PDAEX Mutual Fund Performance

PDAEX performance across multiple time periods: 1-month -1.36%, YTD 3.63%, 1-year 8.41%, 3-year 7.91%, 5-year 3.58%.

PDAEX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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