PALLX Mutual Fund

PALLX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-0.25%
3 Months
+2.48%
6 Months
+5.64%
YTD
+8.23%
1 Year
+17.73%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.82%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+5.54%
vs Peers
+2.69%

PALLX Mutual Fund Performance

PALLX performance across multiple time periods: 1-month -0.25%, YTD 8.23%, 1-year 17.73%, 3-year 11.30%, 5-year 5.82%, 10-year 7.50%.

PALLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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