PALCX Mutual Fund

PALCX Mutual Fund

NAV$12.20
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Returns Overview

YTD
+2.15%
1 Year
+13.40%
3 Years (annualized)
+11.07%
5 Years (annualized)
+4.24%
10 Years (annualized)
+6.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALCX 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)
+2.15%
Peer Avg (YTD)
+6.28%
vs Peers
-4.14%

PALCX Mutual Fund Performance

PALCX performance across multiple time periods: YTD 2.15%, 1-year 13.40%, 3-year 11.07%, 5-year 4.24%, 10-year 6.35%.

PALCX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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