PALRX Mutual Fund

NAV$19.61

Returns Overview

1 Month
-0.81%
3 Months
+8.51%
6 Months
+6.80%
YTD
+6.45%
1 Year
+16.09%
3 Years (annualized)
+18.04%
5 Years (annualized)
+18.62%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALRX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+5.87%
vs Peers
+0.59%

PALRX Mutual Fund Performance

PALRX performance across multiple time periods: 1-month -0.81%, YTD 6.45%, 1-year 16.09%, 3-year 18.04%, 5-year 18.62%, 10-year 13.94%.

PALRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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