PATIX Mutual Fund

PATIX Mutual Fund

NAV$5.36
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Returns Overview

1 Month
+0.39%
3 Months
+0.12%
6 Months
-0.48%
YTD
+1.03%
1 Year
+1.90%
3 Years (annualized)
+3.00%
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
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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 1-5 Year Blend (1-6 Year Maturity) Index
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+0.15%
vs Peers
+0.88%

PATIX Mutual Fund Performance

PATIX performance across multiple time periods: 1-month 0.39%, YTD 1.03%, 1-year 1.90%, 3-year 3.00%, 5-year 1.03%, 10-year 1.21%.

PATIX returns outperform the peer average of 0.15% 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.