PDGAX Mutual Fund

PDGAX Mutual Fund

NAV$16.66
See how much of PDGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.95%
3 Months
+1.80%
6 Months
+4.91%
YTD
+6.76%
1 Year
+15.26%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGAX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+6.99%
vs Peers
-0.23%

PDGAX Mutual Fund Performance

PDGAX performance across multiple time periods: 1-month -0.95%, YTD 6.76%, 1-year 15.26%, 3-year 12.03%, 5-year 6.24%, 10-year 8.55%.

PDGAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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