PDEJX Mutual Fund

PDEJX Mutual Fund

NAV$11.63
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Returns Overview

3 Months
+1.14%
6 Months
+4.26%
YTD
+5.99%
1 Year
+12.02%
3 Years (annualized)
+9.87%
5 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEJX 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)
+5.99%
Peer Avg (YTD)
+6.99%
vs Peers
-1.01%

PDEJX Mutual Fund Performance

PDEJX performance across multiple time periods: YTD 5.99%, 1-year 12.02%, 3-year 9.87%, 5-year 5.27%.

PDEJX 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.

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