PTDPX Mutual Fund

PTDPX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+1.47%
3 Months
+1.70%
6 Months
+5.47%
YTD
+7.88%
1 Year
+12.89%
3 Years (annualized)
+13.94%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDPX 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)
+7.88%
Peer Avg (YTD)
+8.76%
vs Peers
-0.88%

PTDPX Mutual Fund Performance

PTDPX performance across multiple time periods: 1-month 1.47%, YTD 7.88%, 1-year 12.89%, 3-year 13.94%, 5-year 6.31%, 10-year 9.53%.

PTDPX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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