PALDX Mutual Fund

PALDX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
+1.60%
3 Months
+1.06%
6 Months
+6.56%
YTD
+8.37%
1 Year
+14.17%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.35%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+6.28%
vs Peers
+2.08%

PALDX Mutual Fund Performance

PALDX performance across multiple time periods: 1-month 1.60%, YTD 8.37%, 1-year 14.17%, 3-year 14.83%, 5-year 7.35%.

PALDX returns outperform the peer average of 6.28% 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.