PDFHX Mutual Fund

PDFHX Mutual Fund

NAV$12.47
See how much of PDFHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
-0.08%
6 Months
+1.54%
YTD
+6.56%
1 Year
+7.65%
3 Years (annualized)
+12.63%
5 Years (annualized)
+5.13%

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
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)
+6.56%
Peer Avg (YTD)
+6.70%
vs Peers
-0.13%

PDFHX Mutual Fund Performance

PDFHX performance across multiple time periods: 1-month 0.89%, YTD 6.56%, 1-year 7.65%, 3-year 12.63%, 5-year 5.13%.

PDFHX returns trail the peer average of 6.70% 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.