PDDHX Mutual Fund

PDDHX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+1.29%
3 Months
-0.09%
6 Months
+0.64%
YTD
+5.26%
1 Year
+5.98%
3 Years (annualized)
+10.92%
5 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDDHX 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 2020 Total Return USD(^SPTD20T:SP)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+6.70%
vs Peers
-1.44%

PDDHX Mutual Fund Performance

PDDHX performance across multiple time periods: 1-month 1.29%, YTD 5.26%, 1-year 5.98%, 3-year 10.92%, 5-year 4.18%.

PDDHX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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