PDAFX Mutual Fund

PDAFX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-3.01%
3 Months
-2.30%
6 Months
+1.44%
YTD
+2.35%
1 Year
+3.68%
3 Years (annualized)
+8.56%
5 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAFX 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
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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)
+2.35%
Peer Avg (YTD)
+7.09%
vs Peers
-4.74%

PDAFX Mutual Fund Performance

PDAFX performance across multiple time periods: 1-month -3.01%, YTD 2.35%, 1-year 3.68%, 3-year 8.56%, 5-year 3.65%.

PDAFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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