PDIEX Mutual Fund

PDIEX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
-0.49%
3 Months
-0.56%
6 Months
+2.58%
YTD
+9.50%
1 Year
+11.41%
3 Years (annualized)
+17.20%
5 Years (annualized)
+7.44%

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
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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)
+9.50%
Peer Avg (YTD)
+6.70%
vs Peers
+2.80%

PDIEX Mutual Fund Performance

PDIEX performance across multiple time periods: 1-month -0.49%, YTD 9.50%, 1-year 11.41%, 3-year 17.20%, 5-year 7.44%.

PDIEX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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