PATIX Mutual Fund

PATIX Mutual Fund

NAV$5.48
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Returns Overview

1 Month
-0.48%
3 Months
-0.04%
6 Months
-0.13%
YTD
+0.63%
1 Year
+2.10%
3 Years (annualized)
+2.79%
5 Years (annualized)
+0.93%
10 Years (annualized)
+1.16%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Blend (1-6 Year Maturity) Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.23%
vs Peers
+0.40%

PATIX Mutual Fund Performance

PATIX performance across multiple time periods: 1-month -0.48%, YTD 0.63%, 1-year 2.10%, 3-year 2.79%, 5-year 0.93%, 10-year 1.16%.

PATIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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