PDEFX Mutual Fund

PDEFX Mutual Fund

NAV$11.63
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Returns Overview

3 Months
+1.06%
6 Months
+4.09%
YTD
+5.72%
1 Year
+11.59%
3 Years (annualized)
+9.35%
5 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEFX 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)
+5.72%
Peer Avg (YTD)
+6.99%
vs Peers
-1.27%

PDEFX Mutual Fund Performance

PDEFX performance across multiple time periods: YTD 5.72%, 1-year 11.59%, 3-year 9.35%, 5-year 4.82%.

PDEFX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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