PAALX Mutual Fund

PAALX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
+0.74%
3 Months
+1.57%
6 Months
+5.94%
YTD
+8.98%
1 Year
+17.57%
3 Years (annualized)
+9.83%
5 Years (annualized)
+4.85%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAALX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+5.79%
vs Peers
+3.18%

PAALX Mutual Fund Performance

PAALX performance across multiple time periods: 1-month 0.74%, YTD 8.98%, 1-year 17.57%, 3-year 9.83%, 5-year 4.85%, 10-year 6.57%.

PAALX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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