PATIX Mutual Fund

NAV$5.49

Returns Overview

3 Months
+0.63%
6 Months
+0.90%
YTD
+0.90%
1 Year
+3.15%
3 Years (annualized)
+2.93%
5 Years (annualized)
+1.03%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PATIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Blend (1-6 Year Maturity) Index
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+1.79%
vs Peers
-0.88%

PATIX Mutual Fund Performance

PATIX performance across multiple time periods: YTD 0.90%, 1-year 3.15%, 3-year 2.93%, 5-year 1.03%, 10-year 1.21%.

PATIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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