PDEHX Mutual Fund

PDEHX Mutual Fund

NAV$11.62
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Returns Overview

3 Months
+1.15%
6 Months
+4.17%
YTD
+5.90%
1 Year
+11.79%
3 Years (annualized)
+9.73%
5 Years (annualized)
+5.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEHX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.99%
vs Peers
-1.09%

PDEHX Mutual Fund Performance

PDEHX performance across multiple time periods: YTD 5.90%, 1-year 11.79%, 3-year 9.73%, 5-year 5.13%.

PDEHX 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.

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