PDFHX Mutual Fund

PDFHX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
-2.21%
3 Months
-0.96%
6 Months
+5.81%
YTD
+5.63%
1 Year
+7.78%
3 Years (annualized)
+11.18%
5 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDFHX 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)
+5.63%
Peer Avg (YTD)
+7.09%
vs Peers
-1.46%

PDFHX Mutual Fund Performance

PDFHX performance across multiple time periods: 1-month -2.21%, YTD 5.63%, 1-year 7.78%, 3-year 11.18%, 5-year 5.56%.

PDFHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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