PDLFX Mutual Fund

PDLFX Mutual Fund

NAV$17.86
See how much of PDLFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
+3.82%
6 Months
+8.34%
YTD
+11.32%
1 Year
+22.72%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+6.99%
vs Peers
+4.32%

PDLFX Mutual Fund Performance

PDLFX performance across multiple time periods: 1-month -0.74%, YTD 11.32%, 1-year 22.72%, 3-year 16.03%, 5-year 9.51%.

PDLFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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