PDLGX Mutual Fund

PDLGX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
-0.80%
3 Months
+3.81%
6 Months
+8.40%
YTD
+11.31%
1 Year
+22.85%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLGX 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)
+11.31%
Peer Avg (YTD)
+6.99%
vs Peers
+4.32%

PDLGX Mutual Fund Performance

PDLGX performance across multiple time periods: 1-month -0.80%, YTD 11.31%, 1-year 22.85%, 3-year 16.25%, 5-year 9.67%.

PDLGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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