PALAX Mutual Fund

PALAX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-0.27%
3 Months
+2.47%
6 Months
+5.45%
YTD
+8.08%
1 Year
+22.74%
3 Years (annualized)
+12.67%
5 Years (annualized)
+6.49%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+5.54%
vs Peers
+2.54%

PALAX Mutual Fund Performance

PALAX performance across multiple time periods: 1-month -0.27%, YTD 8.08%, 1-year 22.74%, 3-year 12.67%, 5-year 6.49%, 10-year 7.71%.

PALAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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