PDFJX Mutual Fund

PDFJX Mutual Fund

NAV$12.76
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Returns Overview

3 Months
+1.70%
6 Months
+4.93%
YTD
+6.81%
1 Year
+13.38%
3 Years (annualized)
+10.34%
5 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFJX 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)
+6.81%
Peer Avg (YTD)
+6.99%
vs Peers
-0.18%

PDFJX Mutual Fund Performance

PDFJX performance across multiple time periods: YTD 6.81%, 1-year 13.38%, 3-year 10.34%, 5-year 5.71%.

PDFJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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