PTDMX Mutual Fund

PTDMX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
+1.44%
3 Months
+1.61%
6 Months
+5.25%
YTD
+7.63%
1 Year
+12.52%
3 Years (annualized)
+13.59%
5 Years (annualized)
+5.98%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDMX 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
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📉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)
+7.63%
Peer Avg (YTD)
+8.76%
vs Peers
-1.13%

PTDMX Mutual Fund Performance

PTDMX performance across multiple time periods: 1-month 1.44%, YTD 7.63%, 1-year 12.52%, 3-year 13.59%, 5-year 5.98%, 10-year 9.19%.

PTDMX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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