PLDHX Mutual Fund

PLDHX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.96%
3 Months
-0.50%
6 Months
+0.20%
YTD
+0.28%
1 Year
+3.39%
3 Years (annualized)
+5.30%
5 Years (annualized)
+3.10%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLDHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.22%

PLDHX Mutual Fund Performance

PLDHX performance across multiple time periods: 1-month -0.96%, YTD 0.28%, 1-year 3.39%, 3-year 5.30%, 5-year 3.10%, 10-year 2.91%.

PLDHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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