PDIEX Mutual Fund

PDIEX Mutual Fund

NAV$14.75
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.35%
3 Months
+11.86%
6 Months
+11.17%
YTD
+10.57%
1 Year
+20.75%
3 Years (annualized)
+15.24%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIEX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+7.64%
vs Peers
+2.93%

PDIEX Mutual Fund Performance

PDIEX performance across multiple time periods: 1-month 0.35%, YTD 10.57%, 1-year 20.75%, 3-year 15.24%, 5-year 8.37%.

PDIEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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