PDGJX Mutual Fund

PDGJX Mutual Fund

NAV$13.31
See how much of PDGJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
-0.22%
6 Months
+2.07%
YTD
+7.94%
1 Year
+9.29%
3 Years (annualized)
+14.92%
5 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGJX 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)
+7.94%
Peer Avg (YTD)
+6.70%
vs Peers
+1.24%

PDGJX Mutual Fund Performance

PDGJX performance across multiple time periods: 1-month 0.30%, YTD 7.94%, 1-year 9.29%, 3-year 14.92%, 5-year 6.42%.

PDGJX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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