PDHCX Mutual Fund

PDHCX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
+0.85%
3 Months
+0.30%
6 Months
+0.52%
YTD
+2.74%
1 Year
+7.91%
3 Years (annualized)
+9.09%
5 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHCX 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)
+2.74%
Peer Avg (YTD)
+2.96%
vs Peers
-0.22%

PDHCX Mutual Fund Performance

PDHCX performance across multiple time periods: 1-month 0.85%, YTD 2.74%, 1-year 7.91%, 3-year 9.09%, 5-year 0.74%.

PDHCX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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