PDLEX Mutual Fund

PDLEX Mutual Fund

NAV$17.83
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Returns Overview

1 Month
-0.80%
3 Months
+3.76%
6 Months
+8.29%
YTD
+11.20%
1 Year
+22.54%
3 Years (annualized)
+15.86%
5 Years (annualized)
+9.34%

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
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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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+6.99%
vs Peers
+4.20%

PDLEX Mutual Fund Performance

PDLEX performance across multiple time periods: 1-month -0.80%, YTD 11.20%, 1-year 22.54%, 3-year 15.86%, 5-year 9.34%.

PDLEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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