PDJDX Mutual Fund

NAV$15.28
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Returns Overview

1 Month
+0.47%
3 Months
+12.67%
6 Months
+11.91%
YTD
+11.24%
1 Year
+22.03%
3 Years (annualized)
+15.93%
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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.64%
vs Peers
+3.60%

PDJDX Mutual Fund Performance

PDJDX performance across multiple time periods: 1-month 0.47%, YTD 11.24%, 1-year 22.03%, 3-year 15.93%, 5-year 8.72%.

PDJDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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