PDLEX Mutual Fund

PDLEX Mutual Fund

NAV$17.50
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Returns Overview

1 Month
-1.92%
3 Months
-0.74%
6 Months
+13.07%
YTD
+11.26%
1 Year
+15.49%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLEX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+7.09%
vs Peers
+4.17%

PDLEX Mutual Fund Performance

PDLEX performance across multiple time periods: 1-month -1.92%, YTD 11.26%, 1-year 15.49%, 3-year 17.67%, 5-year 9.36%.

PDLEX 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.

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