PDAEX Mutual Fund

PDAEX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
-3.01%
3 Months
-2.39%
6 Months
+1.40%
YTD
+2.19%
1 Year
+3.56%
3 Years (annualized)
+8.41%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAEX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+7.09%
vs Peers
-4.90%

PDAEX Mutual Fund Performance

PDAEX performance across multiple time periods: 1-month -3.01%, YTD 2.19%, 1-year 3.56%, 3-year 8.41%, 5-year 3.50%.

PDAEX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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