PALGX Mutual Fund

NAV$13.35

Returns Overview

1 Month
+0.46%
3 Months
+11.29%
6 Months
+9.63%
YTD
+9.08%
1 Year
+19.85%
3 Years (annualized)
+18.37%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+7.64%
vs Peers
+1.44%

PALGX Mutual Fund Performance

PALGX performance across multiple time periods: 1-month 0.46%, YTD 9.08%, 1-year 19.85%, 3-year 18.37%, 5-year 10.04%.

PALGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

PALGX performance comparison shows side-by-side returns with another fund. PALGX alternatives are available in the Mutual Fund Screener.