PDAHX Mutual Fund

PDAHX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
+1.41%
3 Months
-0.92%
6 Months
-0.47%
YTD
+3.87%
1 Year
+4.50%
3 Years (annualized)
+9.72%
5 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+3.87%
Peer Avg (YTD)
+6.70%
vs Peers
-2.83%

PDAHX Mutual Fund Performance

PDAHX performance across multiple time periods: 1-month 1.41%, YTD 3.87%, 1-year 4.50%, 3-year 9.72%, 5-year 3.42%.

PDAHX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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