PDJEX Mutual Fund

PDJEX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-1.90%
3 Months
-0.40%
6 Months
+12.31%
YTD
+10.98%
1 Year
+14.82%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDJEX 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
PROUpgrade to run
📉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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+7.09%
vs Peers
+3.89%

PDJEX Mutual Fund Performance

PDJEX performance across multiple time periods: 1-month -1.90%, YTD 10.98%, 1-year 14.82%, 3-year 16.52%, 5-year 8.71%.

PDJEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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