PDIHX Mutual Fund

NAV$14.70

Returns Overview

1 Month
+0.42%
3 Months
+11.99%
6 Months
+11.30%
YTD
+10.70%
1 Year
+21.16%
3 Years (annualized)
+16.22%
5 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDIHX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+7.64%
vs Peers
+3.06%

PDIHX Mutual Fund Performance

PDIHX performance across multiple time periods: 1-month 0.42%, YTD 10.70%, 1-year 21.16%, 3-year 16.22%, 5-year 9.09%.

PDIHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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