PTDMX Mutual Fund

PTDMX Mutual Fund

NAV$17.48
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Returns Overview

1 Month
-1.64%
3 Months
-0.29%
6 Months
+8.85%
YTD
+5.86%
1 Year
+8.58%
3 Years (annualized)
+13.59%
5 Years (annualized)
+5.98%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTDMX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+7.09%
vs Peers
-1.23%

PTDMX Mutual Fund Performance

PTDMX performance across multiple time periods: 1-month -1.64%, YTD 5.86%, 1-year 8.58%, 3-year 13.59%, 5-year 5.98%, 10-year 9.19%.

PTDMX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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