PALZX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
+0.49%
3 Months
+9.92%
6 Months
+8.47%
YTD
+8.08%
1 Year
+17.78%
3 Years (annualized)
+16.85%
5 Years (annualized)
+9.21%

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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+7.64%
vs Peers
+0.44%

PALZX Mutual Fund Performance

PALZX performance across multiple time periods: 1-month 0.49%, YTD 8.08%, 1-year 17.78%, 3-year 16.85%, 5-year 9.21%.

PALZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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