PDGHX Mutual Fund

PDGHX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
-2.07%
3 Months
-0.67%
6 Months
+7.98%
YTD
+7.46%
1 Year
+10.03%
3 Years (annualized)
+13.62%
5 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGHX 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)
+7.46%
Peer Avg (YTD)
+7.09%
vs Peers
+0.37%

PDGHX Mutual Fund Performance

PDGHX performance across multiple time periods: 1-month -2.07%, YTD 7.46%, 1-year 10.03%, 3-year 13.62%, 5-year 7.04%.

PDGHX returns outperform 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.

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