PALPX Mutual Fund

PALPX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
+0.66%
3 Months
+1.52%
6 Months
+5.91%
YTD
+9.04%
1 Year
+17.63%
3 Years (annualized)
+9.95%
5 Years (annualized)
+4.98%
10 Years (annualized)
+6.72%

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
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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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+5.79%
vs Peers
+3.25%

PALPX Mutual Fund Performance

PALPX performance across multiple time periods: 1-month 0.66%, YTD 9.04%, 1-year 17.63%, 3-year 9.95%, 5-year 4.98%, 10-year 6.72%.

PALPX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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