PTDAX Mutual Fund

NAV$17.48

Returns Overview

1 Month
+0.17%
3 Months
+9.19%
6 Months
+6.95%
YTD
+6.23%
1 Year
+14.54%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.48%
10 Years (annualized)
+9.63%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+7.64%
vs Peers
-1.41%

PTDAX Mutual Fund Performance

PTDAX performance across multiple time periods: 1-month 0.17%, YTD 6.23%, 1-year 14.54%, 3-year 13.39%, 5-year 6.48%, 10-year 9.63%.

PTDAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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