PALDX Mutual Fund

PALDX Mutual Fund

NAV$15.32
See how much of PALDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+2.31%
6 Months
+5.32%
YTD
+6.67%
1 Year
+14.74%
3 Years (annualized)
+14.01%
5 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+5.54%
vs Peers
+1.13%

PALDX Mutual Fund Performance

PALDX performance across multiple time periods: 1-month -0.53%, YTD 6.67%, 1-year 14.74%, 3-year 14.01%, 5-year 8.10%.

PALDX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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