PTDSX Mutual Fund

PTDSX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
+2.71%
3 Months
+2.03%
6 Months
+7.49%
YTD
+14.72%
1 Year
+19.73%
3 Years (annualized)
+4.30%
5 Years (annualized)
+8.31%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDSX 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)
+14.72%
Peer Avg (YTD)
+14.82%
vs Peers
-0.10%

PTDSX Mutual Fund Performance

PTDSX performance across multiple time periods: 1-month 2.71%, YTD 14.72%, 1-year 19.73%, 3-year 4.30%, 5-year 8.31%, 10-year 7.47%.

PTDSX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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