PALPX Mutual Fund

NAV$12.29

Returns Overview

1 Month
-0.29%
3 Months
+5.14%
6 Months
+8.71%
YTD
+8.33%
1 Year
+16.66%
3 Years (annualized)
+10.54%
5 Years (annualized)
+4.95%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALPX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+5.93%
vs Peers
+2.39%

PALPX Mutual Fund Performance

PALPX performance across multiple time periods: 1-month -0.29%, YTD 8.33%, 1-year 16.66%, 3-year 10.54%, 5-year 4.95%, 10-year 6.88%.

PALPX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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