PDHVX Mutual Fund

PDHVX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
+0.72%
3 Months
-1.75%
6 Months
-0.94%
YTD
+0.85%
1 Year
+1.75%
3 Years (annualized)
+10.57%
5 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHVX 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)
+0.85%
Peer Avg (YTD)
+0.43%
vs Peers
+0.42%

PDHVX Mutual Fund Performance

PDHVX performance across multiple time periods: 1-month 0.72%, YTD 0.85%, 1-year 1.75%, 3-year 10.57%, 5-year 1.66%.

PDHVX returns outperform the peer average of 0.43% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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