PAHLX Mutual Fund

PAHLX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-0.90%
3 Months
+3.54%
6 Months
+7.42%
YTD
+9.63%
1 Year
+20.53%
3 Years (annualized)
+19.44%
5 Years (annualized)
+11.02%

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)
+9.63%
Peer Avg (YTD)
+6.99%
vs Peers
+2.64%

PAHLX Mutual Fund Performance

PAHLX performance across multiple time periods: 1-month -0.90%, YTD 9.63%, 1-year 20.53%, 3-year 19.44%, 5-year 11.02%.

PAHLX returns outperform the peer average of 6.99% 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.