PDKEX Mutual Fund

PDKEX Mutual Fund

NAV$13.61
See how much of PDKEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.95%
3 Months
-0.95%
6 Months
+2.80%
YTD
+9.94%
1 Year
+12.43%
3 Years (annualized)
+19.30%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKEX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+6.70%
vs Peers
+3.24%

PDKEX Mutual Fund Performance

PDKEX performance across multiple time periods: 1-month -0.95%, YTD 9.94%, 1-year 12.43%, 3-year 19.30%, 5-year 8.56%.

PDKEX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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