PDHVX Mutual Fund

PDHVX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
+0.94%
3 Months
+0.70%
6 Months
+1.06%
YTD
+3.61%
1 Year
+9.05%
3 Years (annualized)
+10.21%
5 Years (annualized)
+1.79%

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
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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)
+3.61%
Peer Avg (YTD)
+2.96%
vs Peers
+0.65%

PDHVX Mutual Fund Performance

PDHVX performance across multiple time periods: 1-month 0.94%, YTD 3.61%, 1-year 9.05%, 3-year 10.21%, 5-year 1.79%.

PDHVX returns outperform the peer average of 2.96% 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.