PDKDX Mutual Fund

PDKDX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
+1.98%
3 Months
+1.98%
6 Months
+7.66%
YTD
+13.00%
1 Year
+20.44%
3 Years (annualized)
+17.28%
5 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKDX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+8.76%
vs Peers
+4.24%

PDKDX Mutual Fund Performance

PDKDX performance across multiple time periods: 1-month 1.98%, YTD 13.00%, 1-year 20.44%, 3-year 17.28%, 5-year 9.03%.

PDKDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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