PDHCX Mutual Fund

PDHCX Mutual Fund

NAV$7.01
See how much of PDHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.45%
3 Months
-4.07%
6 Months
+1.12%
YTD
-0.80%
1 Year
+2.15%
3 Years (annualized)
+9.09%
5 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.32%
vs Peers
-1.12%

PDHCX Mutual Fund Performance

PDHCX performance across multiple time periods: 1-month -3.45%, YTD -0.80%, 1-year 2.15%, 3-year 9.09%, 5-year 0.74%.

PDHCX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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