PDKFX Mutual Fund

PDKFX Mutual Fund

NAV$13.96
See how much of PDKFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.03%
3 Months
+2.03%
6 Months
+7.91%
YTD
+13.31%
1 Year
+20.92%
3 Years (annualized)
+17.76%
5 Years (annualized)
+9.47%

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)
+13.31%
Peer Avg (YTD)
+8.76%
vs Peers
+4.55%

PDKFX Mutual Fund Performance

PDKFX performance across multiple time periods: 1-month 2.03%, YTD 13.31%, 1-year 20.92%, 3-year 17.76%, 5-year 9.47%.

PDKFX returns outperform the peer average of 8.76% 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.