PDEJX Mutual Fund

PDEJX Mutual Fund

NAV$11.47
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Returns Overview

1 Month
-2.15%
3 Months
-1.13%
6 Months
+4.40%
YTD
+4.79%
1 Year
+6.63%
3 Years (annualized)
+10.56%
5 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEJX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+7.09%
vs Peers
-2.30%

PDEJX Mutual Fund Performance

PDEJX performance across multiple time periods: 1-month -2.15%, YTD 4.79%, 1-year 6.63%, 3-year 10.56%, 5-year 5.22%.

PDEJX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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