PTDAX Mutual Fund

PTDAX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+1.51%
3 Months
+1.69%
6 Months
+5.42%
YTD
+7.83%
1 Year
+12.85%
3 Years (annualized)
+13.86%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+8.76%
vs Peers
-0.93%

PTDAX Mutual Fund Performance

PTDAX performance across multiple time periods: 1-month 1.51%, YTD 7.83%, 1-year 12.85%, 3-year 13.86%, 5-year 6.22%, 10-year 9.42%.

PTDAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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