PDLHX Mutual Fund

PDLHX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
+0.86%
3 Months
+13.93%
6 Months
+13.05%
YTD
+12.26%
1 Year
+24.24%
3 Years (annualized)
+17.90%
5 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLHX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+7.64%
vs Peers
+4.62%

PDLHX Mutual Fund Performance

PDLHX performance across multiple time periods: 1-month 0.86%, YTD 12.26%, 1-year 24.24%, 3-year 17.90%, 5-year 10.06%.

PDLHX 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.

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