PDEEX Mutual Fund

PDEEX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+1.05%
3 Months
+0.70%
6 Months
+3.31%
YTD
+6.74%
1 Year
+10.26%
3 Years (annualized)
+10.04%
5 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEEX 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)
+6.74%
Peer Avg (YTD)
+8.76%
vs Peers
-2.02%

PDEEX Mutual Fund Performance

PDEEX performance across multiple time periods: 1-month 1.05%, YTD 6.74%, 1-year 10.26%, 3-year 10.04%, 5-year 4.70%.

PDEEX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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