PDKHX Mutual Fund

PDKHX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-0.72%
3 Months
+3.82%
6 Months
+8.37%
YTD
+11.24%
1 Year
+22.55%
3 Years (annualized)
+16.23%
5 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKHX 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
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📉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)
+11.24%
Peer Avg (YTD)
+6.99%
vs Peers
+4.25%

PDKHX Mutual Fund Performance

PDKHX performance across multiple time periods: 1-month -0.72%, YTD 11.24%, 1-year 22.55%, 3-year 16.23%, 5-year 9.66%.

PDKHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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