PTDIX Mutual Fund

NAV$18.12

Returns Overview

1 Month
+0.22%
3 Months
+9.31%
6 Months
+7.14%
YTD
+6.44%
1 Year
+14.95%
3 Years (annualized)
+13.79%
5 Years (annualized)
+6.86%
10 Years (annualized)
+10.02%

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
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)
+6.44%
Peer Avg (YTD)
+7.64%
vs Peers
-1.20%

PTDIX Mutual Fund Performance

PTDIX performance across multiple time periods: 1-month 0.22%, YTD 6.44%, 1-year 14.95%, 3-year 13.79%, 5-year 6.86%, 10-year 10.02%.

PTDIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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