PDKFX Mutual Fund

PDKFX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-0.79%
3 Months
+3.77%
6 Months
+8.25%
YTD
+11.05%
1 Year
+22.36%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKFX 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)
+11.05%
Peer Avg (YTD)
+6.99%
vs Peers
+4.06%

PDKFX Mutual Fund Performance

PDKFX performance across multiple time periods: 1-month -0.79%, YTD 11.05%, 1-year 22.36%, 3-year 15.97%, 5-year 9.44%.

PDKFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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