PAHLX Mutual Fund

PAHLX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
+2.44%
3 Months
+2.01%
6 Months
+9.06%
YTD
+12.31%
1 Year
+20.23%
3 Years (annualized)
+18.63%
5 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+8.76%
vs Peers
+3.55%

PAHLX Mutual Fund Performance

PAHLX performance across multiple time periods: 1-month 2.44%, YTD 12.31%, 1-year 20.23%, 3-year 18.63%, 5-year 10.97%.

PAHLX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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