PAHLX Mutual Fund

PAHLX Mutual Fund

NAV$14.71
See how much of PAHLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.16%
3 Months
+0.35%
6 Months
+13.70%
YTD
+11.01%
1 Year
+14.87%
3 Years (annualized)
+18.63%
5 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+7.10%
vs Peers
+3.91%

PAHLX Mutual Fund Performance

PAHLX performance across multiple time periods: 1-month -1.16%, YTD 11.01%, 1-year 14.87%, 3-year 18.63%, 5-year 10.97%.

PAHLX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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