PDEDX Mutual Fund

PDEDX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
-0.09%
3 Months
+0.97%
6 Months
+3.82%
YTD
+5.45%
1 Year
+11.09%
3 Years (annualized)
+8.88%
5 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEDX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+6.99%
vs Peers
-1.54%

PDEDX Mutual Fund Performance

PDEDX performance across multiple time periods: 1-month -0.09%, YTD 5.45%, 1-year 11.09%, 3-year 8.88%, 5-year 4.41%.

PDEDX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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