PDDHX Mutual Fund

PDDHX Mutual Fund

NAV$10.95
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Returns Overview

1 Month
-2.25%
3 Months
-1.36%
6 Months
+3.13%
YTD
+3.92%
1 Year
+5.60%
3 Years (annualized)
+9.63%
5 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDDHX 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 2020 Total Return USD(^SPTD20T:SP)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+7.09%
vs Peers
-3.16%

PDDHX Mutual Fund Performance

PDDHX performance across multiple time periods: 1-month -2.25%, YTD 3.92%, 1-year 5.60%, 3-year 9.63%, 5-year 4.51%.

PDDHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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