PDDHX Mutual Fund

PDDHX Mutual Fund

NAV$11.12
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Returns Overview

3 Months
+0.73%
6 Months
+3.67%
YTD
+5.36%
1 Year
+10.77%
3 Years (annualized)
+8.87%
5 Years (annualized)
+4.47%

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)
+5.36%
Peer Avg (YTD)
+6.99%
vs Peers
-1.63%

PDDHX Mutual Fund Performance

PDDHX performance across multiple time periods: YTD 5.36%, 1-year 10.77%, 3-year 8.87%, 5-year 4.47%.

PDDHX returns trail the peer average of 6.99% 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.