PDKEX Mutual Fund

PDKEX Mutual Fund

NAV$14.13
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.73%
3 Months
+13.73%
6 Months
+12.53%
YTD
+11.80%
1 Year
+23.48%
3 Years (annualized)
+17.39%
5 Years (annualized)
+9.64%

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)
+11.80%
Peer Avg (YTD)
+7.64%
vs Peers
+4.16%

PDKEX Mutual Fund Performance

PDKEX performance across multiple time periods: 1-month 0.73%, YTD 11.80%, 1-year 23.48%, 3-year 17.39%, 5-year 9.64%.

PDKEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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