PDLFX Mutual Fund

PDLFX Mutual Fund

NAV$17.53
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Returns Overview

1 Month
-1.91%
3 Months
-0.68%
6 Months
+13.12%
YTD
+11.38%
1 Year
+15.67%
3 Years (annualized)
+17.85%
5 Years (annualized)
+9.53%

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
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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)
+11.38%
Peer Avg (YTD)
+7.09%
vs Peers
+4.29%

PDLFX Mutual Fund Performance

PDLFX performance across multiple time periods: 1-month -1.91%, YTD 11.38%, 1-year 15.67%, 3-year 17.85%, 5-year 9.53%.

PDLFX returns outperform the peer average of 7.09% 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.