PDLJX Mutual Fund

NAV$18.01
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Returns Overview

1 Month
+0.92%
3 Months
+14.04%
6 Months
+13.16%
YTD
+12.36%
1 Year
+24.51%
3 Years (annualized)
+18.10%
5 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+7.64%
vs Peers
+4.72%

PDLJX Mutual Fund Performance

PDLJX performance across multiple time periods: 1-month 0.92%, YTD 12.36%, 1-year 24.51%, 3-year 18.10%, 5-year 10.24%.

PDLJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

PDLJX performance comparison shows side-by-side returns with another fund. PDLJX alternatives are available in the Mutual Fund Screener.