PDJJX Mutual Fund

PDJJX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
+2.06%
3 Months
+2.13%
6 Months
+8.10%
YTD
+13.45%
1 Year
+20.74%
3 Years (annualized)
+17.10%
5 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+8.76%
vs Peers
+4.69%

PDJJX Mutual Fund Performance

PDJJX performance across multiple time periods: 1-month 2.06%, YTD 13.45%, 1-year 20.74%, 3-year 17.10%, 5-year 9.24%.

PDJJX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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