PATFX Mutual Fund

PATFX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-4.47%
3 Months
-6.29%
6 Months
-3.23%
YTD
-2.69%
1 Year
-1.05%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.48%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PATFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
High-Yield Index
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
-3.84%
vs Peers
+1.15%

PATFX Mutual Fund Performance

PATFX performance across multiple time periods: 1-month -4.47%, YTD -2.69%, 1-year -1.05%, 3-year 4.98%, 5-year 0.48%, 10-year 2.31%.

PATFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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