PALTX Mutual Fund

PALTX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+0.82%
3 Months
+0.58%
6 Months
+1.92%
YTD
+3.82%
1 Year
+6.81%
3 Years (annualized)
+8.40%
5 Years (annualized)
+3.12%
10 Years (annualized)
+4.49%

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
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📉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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+8.76%
vs Peers
-4.94%

PALTX Mutual Fund Performance

PALTX performance across multiple time periods: 1-month 0.82%, YTD 3.82%, 1-year 6.81%, 3-year 8.40%, 5-year 3.12%, 10-year 4.49%.

PALTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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