PATRX Mutual Fund

NAV$12.07

Returns Overview

1 Month
-0.31%
3 Months
+4.94%
6 Months
+8.33%
YTD
+8.04%
1 Year
+16.02%
3 Years (annualized)
+9.89%
5 Years (annualized)
+4.33%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PATRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+5.93%
vs Peers
+2.11%

PATRX Mutual Fund Performance

PATRX performance across multiple time periods: 1-month -0.31%, YTD 8.04%, 1-year 16.02%, 3-year 9.89%, 5-year 4.33%, 10-year 6.25%.

PATRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.54%, investors should weigh costs against performance when evaluating this mutual fund.

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