PDHAX Mutual Fund

PDHAX Mutual Fund

NAV$7.03
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Returns Overview

1 Month
+0.72%
3 Months
-1.81%
6 Months
-1.07%
YTD
+0.61%
1 Year
+1.61%
3 Years (annualized)
+10.28%
5 Years (annualized)
+1.30%

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)
+0.61%
Peer Avg (YTD)
+0.43%
vs Peers
+0.18%

PDHAX Mutual Fund Performance

PDHAX performance across multiple time periods: 1-month 0.72%, YTD 0.61%, 1-year 1.61%, 3-year 10.28%, 5-year 1.30%.

PDHAX returns outperform the peer average of 0.43% 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.