Fund Prices & YTD Returns as of 3/25/2019Performance Through 3/25/2019Average Annual Returns Through 12/31/2018
NAVNAV Daily Change% Daily Change(1)% YTD Return(2)One MonthThree MonthsSix MonthsSince Inception(4)One YearThree YearsFive YearsSince Inception(4)
Patriot Balanced Fund Class A
With Sales Charge(3)-7.17%6.10%-9.38%6.43%-13.67%1.02%0.53%5.46%
Patriot Balanced Fund Class C
Patriot Balanced Fund Class I
S&P 500 TR

(1)Represents the percentage increase/decrease in the net asset value from the prior trading day.

(2)Performance for periods less than one year is not annualized.

(3)Inception date of the fund is March 1, 2012.

(4)The maximum sales charge for Class A Shares is 5.75%. Class A Share investors may be eligible for a reduction in sales charges.