PDHVX Mutual Fund

NAV$7.30

Returns Overview

1 Month
+1.17%
3 Months
+5.82%
6 Months
+3.95%
YTD
+4.09%
1 Year
+12.24%
3 Years (annualized)
+10.47%
5 Years (annualized)
+2.18%

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
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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+3.07%
vs Peers
+1.02%

PDHVX Mutual Fund Performance

PDHVX performance across multiple time periods: 1-month 1.17%, YTD 4.09%, 1-year 12.24%, 3-year 10.47%, 5-year 2.18%.

PDHVX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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