PDLEX Mutual Fund

NAV$17.74

Returns Overview

1 Month
+0.86%
3 Months
+13.91%
6 Months
+12.89%
YTD
+12.09%
1 Year
+23.86%
3 Years (annualized)
+17.50%
5 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+7.64%
vs Peers
+4.45%

PDLEX Mutual Fund Performance

PDLEX performance across multiple time periods: 1-month 0.86%, YTD 12.09%, 1-year 23.86%, 3-year 17.50%, 5-year 9.70%.

PDLEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

PDLEX performance comparison shows side-by-side returns with another fund. PDLEX alternatives are available in the Mutual Fund Screener.