PATVX Mutual Fund

NAV$17.69

Returns Overview

1 Month
+0.17%
3 Months
+8.31%
6 Months
+7.58%
YTD
+7.05%
1 Year
+7.51%
3 Years (annualized)
+9.75%
5 Years (annualized)
+4.33%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PATVX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+7.64%
vs Peers
-0.59%

PATVX Mutual Fund Performance

PATVX performance across multiple time periods: 1-month 0.17%, YTD 7.05%, 1-year 7.51%, 3-year 9.75%, 5-year 4.33%, 10-year 8.02%.

PATVX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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