PDAFX Mutual Fund

PDAFX Mutual Fund

NAV$10.65
See how much of PDAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.73%
3 Months
+0.32%
6 Months
+2.13%
YTD
+5.52%
1 Year
+8.40%
3 Years (annualized)
+8.56%
5 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+8.76%
vs Peers
-3.24%

PDAFX Mutual Fund Performance

PDAFX performance across multiple time periods: 1-month 0.73%, YTD 5.52%, 1-year 8.40%, 3-year 8.56%, 5-year 3.65%.

PDAFX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

PDAFX vs another fund shows side-by-side returns. PDAFX alternatives are available in the Mutual Fund Screener.