PDHQX Mutual Fund

PDHQX Mutual Fund

NAV$7.03
See how much of PDHQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.86%
3 Months
-1.60%
6 Months
-0.89%
YTD
+1.44%
1 Year
+1.98%
3 Years (annualized)
+10.91%
5 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHQX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+0.43%
vs Peers
+1.01%

PDHQX Mutual Fund Performance

PDHQX performance across multiple time periods: 1-month 0.86%, YTD 1.44%, 1-year 1.98%, 3-year 10.91%, 5-year 1.68%.

PDHQX returns outperform the peer average of 0.43% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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