PALDX Mutual Fund

PALDX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
-0.07%
3 Months
+0.13%
6 Months
+2.45%
YTD
+6.81%
1 Year
+8.01%
3 Years (annualized)
+16.49%
5 Years (annualized)
+6.94%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+5.30%
vs Peers
+1.51%

PALDX Mutual Fund Performance

PALDX performance across multiple time periods: 1-month -0.07%, YTD 6.81%, 1-year 8.01%, 3-year 16.49%, 5-year 6.94%.

PALDX returns outperform the peer average of 5.30% 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.