PDFFX Mutual Fund

PDFFX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
-2.14%
3 Months
-0.96%
6 Months
+5.73%
YTD
+5.55%
1 Year
+7.58%
3 Years (annualized)
+10.92%
5 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFFX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+7.09%
vs Peers
-1.54%

PDFFX Mutual Fund Performance

PDFFX performance across multiple time periods: 1-month -2.14%, YTD 5.55%, 1-year 7.58%, 3-year 10.92%, 5-year 5.34%.

PDFFX 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.

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