PDHEX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+0.14%
3 Months
+10.44%
6 Months
+9.93%
YTD
+9.43%
1 Year
+18.68%
3 Years (annualized)
+14.02%
5 Years (annualized)
+7.70%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Pru DayOne IFX Target 2040 Benchmark(^PDOIFX2IFXTB)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+7.64%
vs Peers
+1.79%

PDHEX Mutual Fund Performance

PDHEX performance across multiple time periods: 1-month 0.14%, YTD 9.43%, 1-year 18.68%, 3-year 14.02%, 5-year 7.70%.

PDHEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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