PDGEX Mutual Fund

PDGEX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
-0.15%
3 Months
+2.15%
6 Months
+5.73%
YTD
+7.88%
1 Year
+15.47%
3 Years (annualized)
+11.57%
5 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGEX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+6.99%
vs Peers
+0.89%

PDGEX Mutual Fund Performance

PDGEX performance across multiple time periods: 1-month -0.15%, YTD 7.88%, 1-year 15.47%, 3-year 11.57%, 5-year 6.68%.

PDGEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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