PDHEX Mutual Fund

PDHEX Mutual Fund

NAV$14.39
See how much of PDHEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.76%
3 Months
+1.61%
6 Months
+6.54%
YTD
+11.03%
1 Year
+16.88%
3 Years (annualized)
+14.33%
5 Years (annualized)
+7.41%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.03%
Peer Avg (YTD)
+8.76%
vs Peers
+2.28%

PDHEX Mutual Fund Performance

PDHEX performance across multiple time periods: 1-month 1.76%, YTD 11.03%, 1-year 16.88%, 3-year 14.33%, 5-year 7.41%.

PDHEX returns outperform the peer average of 8.76% 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.