PDEHX Mutual Fund

PDEHX Mutual Fund

NAV$11.35
See how much of PDEHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.05%
3 Months
+0.78%
6 Months
+3.48%
YTD
+7.01%
1 Year
+10.71%
3 Years (annualized)
+10.43%
5 Years (annualized)
+5.07%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+8.76%
vs Peers
-1.75%

PDEHX Mutual Fund Performance

PDEHX performance across multiple time periods: 1-month 1.05%, YTD 7.01%, 1-year 10.71%, 3-year 10.43%, 5-year 5.07%.

PDEHX returns trail the peer average of 8.76% 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.