PDEQX Mutual Fund

NAV$23.25

Returns Overview

1 Month
-1.80%
3 Months
+22.84%
6 Months
+29.82%
YTD
+26.23%
1 Year
+36.96%
3 Years (annualized)
+25.64%
5 Years (annualized)
+0.55%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDEQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.23%
Peer Avg (YTD)
+23.08%
vs Peers
+3.16%

PDEQX Mutual Fund Performance

PDEQX performance across multiple time periods: 1-month -1.80%, YTD 26.23%, 1-year 36.96%, 3-year 25.64%, 5-year 0.55%, 10-year 11.51%.

PDEQX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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