PDFJX Mutual Fund

PDFJX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
+1.20%
3 Months
+1.11%
6 Months
+4.36%
YTD
+8.09%
1 Year
+12.21%
3 Years (annualized)
+11.32%
5 Years (annualized)
+5.70%

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
PROUpgrade to run
📉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)
+8.09%
Peer Avg (YTD)
+8.76%
vs Peers
-0.67%

PDFJX Mutual Fund Performance

PDFJX performance across multiple time periods: 1-month 1.20%, YTD 8.09%, 1-year 12.21%, 3-year 11.32%, 5-year 5.70%.

PDFJX returns trail the peer average of 8.76% 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.