PDJFX Mutual Fund

PDJFX Mutual Fund

NAV$15.36
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.47%
3 Months
+12.86%
6 Months
+12.18%
YTD
+11.52%
1 Year
+22.57%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJFX 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)
+11.52%
Peer Avg (YTD)
+7.64%
vs Peers
+3.88%

PDJFX Mutual Fund Performance

PDJFX performance across multiple time periods: 1-month 0.47%, YTD 11.52%, 1-year 22.57%, 3-year 16.39%, 5-year 9.14%.

PDJFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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