PDKEX Mutual Fund

PDKEX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
-1.93%
3 Months
-0.72%
6 Months
+12.91%
YTD
+10.99%
1 Year
+15.16%
3 Years (annualized)
+17.59%
5 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKEX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+7.09%
vs Peers
+3.91%

PDKEX Mutual Fund Performance

PDKEX performance across multiple time periods: 1-month -1.93%, YTD 10.99%, 1-year 15.16%, 3-year 17.59%, 5-year 9.31%.

PDKEX 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.

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