PDKGX Mutual Fund

PDKGX Mutual Fund

NAV$13.69
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Returns Overview

1 Month
-0.94%
3 Months
-0.87%
6 Months
+2.93%
YTD
+10.14%
1 Year
+12.72%
3 Years (annualized)
+19.61%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKGX 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)
+10.14%
Peer Avg (YTD)
+6.70%
vs Peers
+3.45%

PDKGX Mutual Fund Performance

PDKGX performance across multiple time periods: 1-month -0.94%, YTD 10.14%, 1-year 12.72%, 3-year 19.61%, 5-year 8.83%.

PDKGX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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