PALLX Mutual Fund

PALLX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-1.58%
3 Months
-0.16%
6 Months
+8.54%
YTD
+8.33%
1 Year
+17.83%
3 Years (annualized)
+13.01%
5 Years (annualized)
+5.76%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+4.96%
vs Peers
+3.36%

PALLX Mutual Fund Performance

PALLX performance across multiple time periods: 1-month -1.58%, YTD 8.33%, 1-year 17.83%, 3-year 13.01%, 5-year 5.76%, 10-year 7.64%.

PALLX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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