PTDJX Mutual Fund

PTDJX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+1.48%
3 Months
+1.71%
6 Months
+5.50%
YTD
+7.93%
1 Year
+13.02%
3 Years (annualized)
+14.05%
5 Years (annualized)
+6.40%
10 Years (annualized)
+9.61%

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
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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)
+7.93%
Peer Avg (YTD)
+8.76%
vs Peers
-0.83%

PTDJX Mutual Fund Performance

PTDJX performance across multiple time periods: 1-month 1.48%, YTD 7.93%, 1-year 13.02%, 3-year 14.05%, 5-year 6.40%, 10-year 9.61%.

PTDJX returns trail the peer average of 8.76% 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.