PATRX Mutual Fund

PATRX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+0.67%
3 Months
+1.44%
6 Months
+5.68%
YTD
+8.76%
1 Year
+17.00%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.37%
10 Years (annualized)
+6.08%

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)
+8.76%
Peer Avg (YTD)
+5.79%
vs Peers
+2.97%

PATRX Mutual Fund Performance

PATRX performance across multiple time periods: 1-month 0.67%, YTD 8.76%, 1-year 17.00%, 3-year 9.32%, 5-year 4.37%, 10-year 6.08%.

PATRX returns outperform the peer average of 5.79% 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.