PDDEX Mutual Fund

PDDEX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
-2.26%
3 Months
-1.46%
6 Months
+2.95%
YTD
+3.64%
1 Year
+5.17%
3 Years (annualized)
+9.22%
5 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDDEX 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 2020 Total Return USD(^SPTD20T:SP)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+7.09%
vs Peers
-3.44%

PDDEX Mutual Fund Performance

PDDEX performance across multiple time periods: 1-month -2.26%, YTD 3.64%, 1-year 5.17%, 3-year 9.22%, 5-year 4.14%.

PDDEX 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.

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