PALZX Mutual Fund

PALZX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-1.45%
3 Months
-0.57%
6 Months
+9.29%
YTD
+7.47%
1 Year
+10.55%
3 Years (annualized)
+16.88%
5 Years (annualized)
+8.76%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+7.09%
vs Peers
+0.38%

PALZX Mutual Fund Performance

PALZX performance across multiple time periods: 1-month -1.45%, YTD 7.47%, 1-year 10.55%, 3-year 16.88%, 5-year 8.76%.

PALZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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