PDJHX Mutual Fund

PDJHX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
+0.53%
3 Months
+12.90%
6 Months
+12.31%
YTD
+11.65%
1 Year
+22.76%
3 Years (annualized)
+16.63%
5 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJHX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+7.64%
vs Peers
+4.01%

PDJHX Mutual Fund Performance

PDJHX performance across multiple time periods: 1-month 0.53%, YTD 11.65%, 1-year 22.76%, 3-year 16.63%, 5-year 9.37%.

PDJHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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