PDHGX Mutual Fund

PDHGX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-1.93%
3 Months
-0.42%
6 Months
+10.03%
YTD
+9.10%
1 Year
+12.33%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDHGX 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
Pru DayOne IFX Target 2040 Benchmark(^PDOIFX2IFXTB)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+7.09%
vs Peers
+2.02%

PDHGX Mutual Fund Performance

PDHGX performance across multiple time periods: 1-month -1.93%, YTD 9.10%, 1-year 12.33%, 3-year 14.59%, 5-year 7.69%.

PDHGX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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