PALTX Mutual Fund

NAV$12.29

Returns Overview

1 Month
+0.16%
3 Months
+4.64%
6 Months
+3.74%
YTD
+3.39%
1 Year
+8.44%
3 Years (annualized)
+8.34%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+7.64%
vs Peers
-4.25%

PALTX Mutual Fund Performance

PALTX performance across multiple time periods: 1-month 0.16%, YTD 3.39%, 1-year 8.44%, 3-year 8.34%, 5-year 3.31%, 10-year 4.63%.

PALTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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