PDFEX Mutual Fund

NAV$12.71

Returns Overview

1 Month
-0.16%
3 Months
+6.75%
6 Months
+6.75%
YTD
+6.48%
1 Year
+12.90%
3 Years (annualized)
+10.51%
5 Years (annualized)
+5.50%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+7.64%
vs Peers
-1.16%

PDFEX Mutual Fund Performance

PDFEX performance across multiple time periods: 1-month -0.16%, YTD 6.48%, 1-year 12.90%, 3-year 10.51%, 5-year 5.50%.

PDFEX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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