PALRX Mutual Fund

PALRX Mutual Fund

NAV$19.37
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Returns Overview

1 Month
-0.97%
3 Months
+1.26%
6 Months
+3.83%
YTD
+5.42%
1 Year
+13.96%
3 Years (annualized)
+12.73%
5 Years (annualized)
+6.54%
10 Years (annualized)
+7.81%

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
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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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+5.54%
vs Peers
-0.12%

PALRX Mutual Fund Performance

PALRX performance across multiple time periods: 1-month -0.97%, YTD 5.42%, 1-year 13.96%, 3-year 12.73%, 5-year 6.54%, 10-year 7.81%.

PALRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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