PDHAX Mutual Fund

PDHAX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
+0.91%
3 Months
+0.49%
6 Months
+0.90%
YTD
+3.40%
1 Year
+8.73%
3 Years (annualized)
+9.86%
5 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHAX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+2.96%
vs Peers
+0.45%

PDHAX Mutual Fund Performance

PDHAX performance across multiple time periods: 1-month 0.91%, YTD 3.40%, 1-year 8.73%, 3-year 9.86%, 5-year 1.45%.

PDHAX returns outperform the peer average of 2.96% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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