PDJEX Mutual Fund

NAV$15.36

Returns Overview

1 Month
+0.47%
3 Months
+12.76%
6 Months
+12.09%
YTD
+11.42%
1 Year
+22.32%
3 Years (annualized)
+16.20%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJEX 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

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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)
+11.42%
Peer Avg (YTD)
+7.64%
vs Peers
+3.78%

PDJEX Mutual Fund Performance

PDJEX performance across multiple time periods: 1-month 0.47%, YTD 11.42%, 1-year 22.32%, 3-year 16.20%, 5-year 8.98%.

PDJEX 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.

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