PDGZX Mutual Fund

PDGZX Mutual Fund

NAV$16.73
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Returns Overview

1 Month
-2.29%
3 Months
-1.25%
6 Months
+8.10%
YTD
+6.71%
1 Year
+9.60%
3 Years (annualized)
+13.77%
5 Years (annualized)
+6.50%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGZX 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)
+6.71%
Peer Avg (YTD)
+7.09%
vs Peers
-0.38%

PDGZX Mutual Fund Performance

PDGZX performance across multiple time periods: 1-month -2.29%, YTD 6.71%, 1-year 9.60%, 3-year 13.77%, 5-year 6.50%, 10-year 9.12%.

PDGZX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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