PALLX Mutual Fund

PALLX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-1.11%
3 Months
-1.02%
6 Months
+1.43%
YTD
+7.13%
1 Year
+9.57%
3 Years (annualized)
+15.14%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.54%

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)
+7.13%
Peer Avg (YTD)
+5.30%
vs Peers
+1.82%

PALLX Mutual Fund Performance

PALLX performance across multiple time periods: 1-month -1.11%, YTD 7.13%, 1-year 9.57%, 3-year 15.14%, 5-year 5.28%, 10-year 7.54%.

PALLX returns outperform the peer average of 5.30% 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.