PDJHX Mutual Fund

PDJHX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
-0.47%
3 Months
+3.52%
6 Months
+8.24%
YTD
+11.13%
1 Year
+21.81%
3 Years (annualized)
+15.79%
5 Years (annualized)
+9.39%

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)
+11.13%
Peer Avg (YTD)
+6.99%
vs Peers
+4.14%

PDJHX Mutual Fund Performance

PDJHX performance across multiple time periods: 1-month -0.47%, YTD 11.13%, 1-year 21.81%, 3-year 15.79%, 5-year 9.39%.

PDJHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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