PDGJX Mutual Fund

NAV$13.63

Returns Overview

3 Months
+8.79%
6 Months
+8.61%
YTD
+8.26%
1 Year
+16.48%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.28%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+7.64%
vs Peers
+0.62%

PDGJX Mutual Fund Performance

PDGJX performance across multiple time periods: YTD 8.26%, 1-year 16.48%, 3-year 13.07%, 5-year 7.28%.

PDGJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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