PALGX Mutual Fund

PALGX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
-1.42%
3 Months
-0.30%
6 Months
+10.95%
YTD
+8.75%
1 Year
+12.28%
3 Years (annualized)
+18.47%
5 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALGX 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
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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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+7.09%
vs Peers
+1.67%

PALGX Mutual Fund Performance

PALGX performance across multiple time periods: 1-month -1.42%, YTD 8.75%, 1-year 12.28%, 3-year 18.47%, 5-year 9.62%.

PALGX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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