PDFEX Mutual Fund

PDFEX Mutual Fund

NAV$12.64
See how much of PDFEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.54%
6 Months
+4.61%
YTD
+6.48%
1 Year
+12.80%
3 Years (annualized)
+10.29%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFEX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+6.99%
vs Peers
-0.51%

PDFEX Mutual Fund Performance

PDFEX performance across multiple time periods: YTD 6.48%, 1-year 12.80%, 3-year 10.29%, 5-year 5.46%.

PDFEX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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