PTDIX Mutual Fund

PTDIX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+0.06%
3 Months
+2.88%
6 Months
+4.87%
YTD
+6.50%
1 Year
+14.08%
3 Years (annualized)
+12.85%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDIX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+6.99%
vs Peers
-0.49%

PTDIX Mutual Fund Performance

PTDIX performance across multiple time periods: 1-month 0.06%, YTD 6.50%, 1-year 14.08%, 3-year 12.85%, 5-year 6.65%, 10-year 9.67%.

PTDIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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