PDHVX Mutual Fund

PDHVX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
-1.39%
3 Months
+0.83%
6 Months
+1.54%
YTD
+2.65%
1 Year
+9.63%
3 Years (annualized)
+9.76%
5 Years (annualized)
+2.40%

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)
+2.65%
Peer Avg (YTD)
+2.32%
vs Peers
+0.32%

PDHVX Mutual Fund Performance

PDHVX performance across multiple time periods: 1-month -1.39%, YTD 2.65%, 1-year 9.63%, 3-year 9.76%, 5-year 2.40%.

PDHVX returns outperform the peer average of 2.32% 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.