PALZX Mutual Fund

PALZX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
-0.16%
3 Months
+0.25%
6 Months
+2.78%
YTD
+7.29%
1 Year
+9.04%
3 Years (annualized)
+18.22%
5 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALZX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+6.70%
vs Peers
+0.59%

PALZX Mutual Fund Performance

PALZX performance across multiple time periods: 1-month -0.16%, YTD 7.29%, 1-year 9.04%, 3-year 18.22%, 5-year 8.43%.

PALZX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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