PDGFX Mutual Fund

PDGFX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
+1.43%
3 Months
+1.35%
6 Months
+5.39%
YTD
+9.49%
1 Year
+14.46%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.82%

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
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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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+8.76%
vs Peers
+0.73%

PDGFX Mutual Fund Performance

PDGFX performance across multiple time periods: 1-month 1.43%, YTD 9.49%, 1-year 14.46%, 3-year 13.39%, 5-year 6.82%.

PDGFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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