PDGFX Mutual Fund

PDGFX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-2.00%
3 Months
-0.75%
6 Months
+7.91%
YTD
+7.30%
1 Year
+9.85%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGFX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+7.09%
vs Peers
+0.21%

PDGFX Mutual Fund Performance

PDGFX performance across multiple time periods: 1-month -2.00%, YTD 7.30%, 1-year 9.85%, 3-year 13.39%, 5-year 6.82%.

PDGFX returns outperform 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.

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