PDAHX Mutual Fund

PDAHX Mutual Fund

NAV$10.82
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Returns Overview

3 Months
+0.45%
6 Months
+2.15%
YTD
+4.94%
1 Year
+9.78%
3 Years (annualized)
+8.25%
5 Years (annualized)
+3.87%

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
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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

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)
+4.94%
Peer Avg (YTD)
+6.99%
vs Peers
-2.05%

PDAHX Mutual Fund Performance

PDAHX performance across multiple time periods: YTD 4.94%, 1-year 9.78%, 3-year 8.25%, 5-year 3.87%.

PDAHX returns trail the peer average of 6.99% 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.