PALGX Mutual Fund

PALGX Mutual Fund

NAV$13.42
See how much of PALGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.98%
3 Months
+2.83%
6 Months
+6.17%
YTD
+8.01%
1 Year
+17.72%
3 Years (annualized)
+17.01%
5 Years (annualized)
+9.67%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+6.99%
vs Peers
+1.02%

PALGX Mutual Fund Performance

PALGX performance across multiple time periods: 1-month -0.98%, YTD 8.01%, 1-year 17.72%, 3-year 17.01%, 5-year 9.67%.

PALGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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