PDKJX Mutual Fund

PDKJX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
-0.72%
3 Months
+3.89%
6 Months
+8.44%
YTD
+11.31%
1 Year
+22.77%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKJX 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)
+11.31%
Peer Avg (YTD)
+6.99%
vs Peers
+4.31%

PDKJX Mutual Fund Performance

PDKJX performance across multiple time periods: 1-month -0.72%, YTD 11.31%, 1-year 22.77%, 3-year 16.39%, 5-year 9.83%.

PDKJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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