PDLFX Mutual Fund

PDLFX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-1.09%
3 Months
-1.03%
6 Months
+2.74%
YTD
+10.17%
1 Year
+12.75%
3 Years (annualized)
+19.55%
5 Years (annualized)
+8.76%

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)
+10.17%
Peer Avg (YTD)
+6.70%
vs Peers
+3.47%

PDLFX Mutual Fund Performance

PDLFX performance across multiple time periods: 1-month -1.09%, YTD 10.17%, 1-year 12.75%, 3-year 19.55%, 5-year 8.76%.

PDLFX returns outperform the peer average of 6.70% 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.