PDHAX Mutual Fund

PDHAX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
-1.41%
3 Months
+0.76%
6 Months
+1.39%
YTD
+2.47%
1 Year
+9.33%
3 Years (annualized)
+8.84%
5 Years (annualized)
+1.47%

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)
+2.47%
Peer Avg (YTD)
+2.32%
vs Peers
+0.14%

PDHAX Mutual Fund Performance

PDHAX performance across multiple time periods: 1-month -1.41%, YTD 2.47%, 1-year 9.33%, 3-year 8.84%, 5-year 1.47%.

PDHAX returns outperform the peer average of 2.32% 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.