PATRX Mutual Fund

PATRX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
-3.86%
3 Months
-2.17%
6 Months
+2.66%
YTD
+5.70%
1 Year
+8.80%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.16%

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
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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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+5.22%
vs Peers
+0.48%

PATRX Mutual Fund Performance

PATRX performance across multiple time periods: 1-month -3.86%, YTD 5.70%, 1-year 8.80%, 3-year 10.47%, 5-year 4.46%, 10-year 6.16%.

PATRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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