PDGFX Mutual Fund

NAV$13.50

Returns Overview

1 Month
+0.08%
3 Months
+8.73%
6 Months
+8.46%
YTD
+8.11%
1 Year
+16.15%
3 Years (annualized)
+12.69%
5 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+7.64%
vs Peers
+0.47%

PDGFX Mutual Fund Performance

PDGFX performance across multiple time periods: 1-month 0.08%, YTD 8.11%, 1-year 16.15%, 3-year 12.69%, 5-year 5.97%.

PDGFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

PDGFX performance comparison shows side-by-side returns with another fund. PDGFX alternatives are available in the Mutual Fund Screener.