PDLHX Mutual Fund

PDLHX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-0.74%
3 Months
+3.87%
6 Months
+8.45%
YTD
+11.43%
1 Year
+22.99%
3 Years (annualized)
+16.36%
5 Years (annualized)
+9.78%

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
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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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+6.99%
vs Peers
+4.44%

PDLHX Mutual Fund Performance

PDLHX performance across multiple time periods: 1-month -0.74%, YTD 11.43%, 1-year 22.99%, 3-year 16.36%, 5-year 9.78%.

PDLHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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