PTDJX Mutual Fund

PTDJX Mutual Fund

NAV$17.88
See how much of PTDJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+2.87%
6 Months
+4.77%
YTD
+6.36%
1 Year
+13.87%
3 Years (annualized)
+12.66%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+6.99%
vs Peers
-0.64%

PTDJX Mutual Fund Performance

PTDJX performance across multiple time periods: YTD 6.36%, 1-year 13.87%, 3-year 12.66%, 5-year 6.46%, 10-year 9.47%.

PTDJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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