PDDJX Mutual Fund

PDDJX Mutual Fund

NAV$11.08
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Returns Overview

3 Months
+0.74%
6 Months
+3.69%
YTD
+5.38%
1 Year
+10.98%
3 Years (annualized)
+9.00%
5 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDDJX 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 2020 Total Return USD(^SPTD20T:SP)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+6.99%
vs Peers
-1.61%

PDDJX Mutual Fund Performance

PDDJX performance across multiple time periods: YTD 5.38%, 1-year 10.98%, 3-year 9.00%, 5-year 4.63%.

PDDJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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