PDHEX Mutual Fund

PDHEX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
-0.28%
3 Months
+2.67%
6 Months
+6.75%
YTD
+9.12%
1 Year
+17.97%
3 Years (annualized)
+12.87%
5 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHEX 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
Pru DayOne IFX Target 2040 Benchmark(^PDOIFX2IFXTB)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+6.99%
vs Peers
+2.13%

PDHEX Mutual Fund Performance

PDHEX performance across multiple time periods: 1-month -0.28%, YTD 9.12%, 1-year 17.97%, 3-year 12.87%, 5-year 7.36%.

PDHEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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