PDAJX Mutual Fund

NAV$11.02

Returns Overview

1 Month
-1.45%
3 Months
+2.83%
6 Months
+3.92%
YTD
+3.82%
1 Year
+8.90%
3 Years (annualized)
+8.39%
5 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAJX 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)
+3.82%
Peer Avg (YTD)
+7.64%
vs Peers
-3.82%

PDAJX Mutual Fund Performance

PDAJX performance across multiple time periods: 1-month -1.45%, YTD 3.82%, 1-year 8.90%, 3-year 8.39%, 5-year 4.07%.

PDAJX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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