PDJDX Mutual Fund

PDJDX Mutual Fund

NAV$15.16
See how much of PDJDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
+3.34%
6 Months
+7.84%
YTD
+10.65%
1 Year
+21.00%
3 Years (annualized)
+15.11%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJDX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+6.99%
vs Peers
+3.66%

PDJDX Mutual Fund Performance

PDJDX performance across multiple time periods: 1-month -0.54%, YTD 10.65%, 1-year 21.00%, 3-year 15.11%, 5-year 8.72%.

PDJDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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