PDGZX Mutual Fund

NAV$17.09

Returns Overview

1 Month
-0.18%
3 Months
+9.47%
6 Months
+8.47%
YTD
+8.06%
1 Year
+17.51%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+7.64%
vs Peers
+0.42%

PDGZX Mutual Fund Performance

PDGZX performance across multiple time periods: 1-month -0.18%, YTD 8.06%, 1-year 17.51%, 3-year 13.32%, 5-year 6.85%, 10-year 9.39%.

PDGZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

PDGZX performance comparison shows side-by-side returns with another fund. PDGZX alternatives are available in the Mutual Fund Screener.