PALDX Mutual Fund

NAV$15.30

Returns Overview

3 Months
+9.41%
6 Months
+7.46%
YTD
+7.23%
1 Year
+16.95%
3 Years (annualized)
+14.77%
5 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PALDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+5.87%
vs Peers
+1.37%

PALDX Mutual Fund Performance

PALDX performance across multiple time periods: YTD 7.23%, 1-year 16.95%, 3-year 14.77%, 5-year 7.85%.

PALDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

PALDX performance comparison shows side-by-side returns with another fund. PALDX alternatives are available in the Mutual Fund Screener.