PDFEX Mutual Fund

PDFEX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
-2.14%
3 Months
-0.96%
6 Months
+5.73%
YTD
+5.46%
1 Year
+7.42%
3 Years (annualized)
+10.76%
5 Years (annualized)
+5.18%

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
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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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+7.09%
vs Peers
-1.63%

PDFEX Mutual Fund Performance

PDFEX performance across multiple time periods: 1-month -2.14%, YTD 5.46%, 1-year 7.42%, 3-year 10.76%, 5-year 5.18%.

PDFEX returns trail the peer average of 7.09% 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.