PDIDX Mutual Fund

PDIDX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
-0.56%
3 Months
-0.63%
6 Months
+2.44%
YTD
+9.27%
1 Year
+11.13%
3 Years (annualized)
+16.91%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIDX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+6.70%
vs Peers
+2.57%

PDIDX Mutual Fund Performance

PDIDX performance across multiple time periods: 1-month -0.56%, YTD 9.27%, 1-year 11.13%, 3-year 16.91%, 5-year 7.17%.

PDIDX returns outperform the peer average of 6.70% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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