PDKHX Mutual Fund

PDKHX Mutual Fund

NAV$13.96
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Returns Overview

1 Month
-1.91%
3 Months
-0.65%
6 Months
+13.14%
YTD
+11.33%
1 Year
+15.57%
3 Years (annualized)
+17.98%
5 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKHX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+7.09%
vs Peers
+4.24%

PDKHX Mutual Fund Performance

PDKHX performance across multiple time periods: 1-month -1.91%, YTD 11.33%, 1-year 15.57%, 3-year 17.98%, 5-year 9.68%.

PDKHX 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.

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