PALPX Mutual Fund

PALPX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-3.82%
3 Months
-2.08%
6 Months
+2.95%
YTD
+6.07%
1 Year
+9.40%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.08%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALPX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+5.22%
vs Peers
+0.85%

PALPX Mutual Fund Performance

PALPX performance across multiple time periods: 1-month -3.82%, YTD 6.07%, 1-year 9.40%, 3-year 11.11%, 5-year 5.08%, 10-year 6.79%.

PALPX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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