PDFHX Mutual Fund

PDFHX Mutual Fund

NAV$12.69
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Returns Overview

3 Months
+1.62%
6 Months
+4.77%
YTD
+6.65%
1 Year
+13.16%
3 Years (annualized)
+10.15%
5 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFHX 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)
+6.65%
Peer Avg (YTD)
+6.99%
vs Peers
-0.34%

PDFHX Mutual Fund Performance

PDFHX performance across multiple time periods: YTD 6.65%, 1-year 13.16%, 3-year 10.15%, 5-year 5.54%.

PDFHX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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