PATFX Mutual Fund

PATFX Mutual Fund

NAV$10.97
See how much of PATFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.75%
3 Months
-2.07%
6 Months
-1.84%
YTD
-0.02%
1 Year
+0.25%
3 Years (annualized)
+6.40%
5 Years (annualized)
+0.36%
10 Years (annualized)
+2.18%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
High-Yield Index
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
-0.87%
vs Peers
+0.85%

PATFX Mutual Fund Performance

PATFX performance across multiple time periods: 1-month 2.75%, YTD -0.02%, 1-year 0.25%, 3-year 6.40%, 5-year 0.36%, 10-year 2.18%.

PATFX returns outperform the peer average of -0.87% 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.