PTDMX Mutual Fund

NAV$17.64

Returns Overview

1 Month
+0.23%
3 Months
+9.16%
6 Months
+6.88%
YTD
+6.16%
1 Year
+14.32%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.27%
10 Years (annualized)
+9.41%

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
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)
+6.16%
Peer Avg (YTD)
+7.64%
vs Peers
-1.48%

PTDMX Mutual Fund Performance

PTDMX performance across multiple time periods: 1-month 0.23%, YTD 6.16%, 1-year 14.32%, 3-year 13.16%, 5-year 6.27%, 10-year 9.41%.

PTDMX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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