PDIHX Mutual Fund

PDIHX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+1.94%
3 Months
+1.94%
6 Months
+7.53%
YTD
+12.39%
1 Year
+19.08%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.78%

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
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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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+8.76%
vs Peers
+3.63%

PDIHX Mutual Fund Performance

PDIHX performance across multiple time periods: 1-month 1.94%, YTD 12.39%, 1-year 19.08%, 3-year 16.52%, 5-year 8.78%.

PDIHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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