Here you can find all mutual funds issued by Performance Trust Asset Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Performance Trust Asset Management
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Performance Trust Credit Fund | Multisector Bonds | Dec 30, 2020 | 0.99% | 8.53% | — | 5.69% | ||||||||
Performance Trust Strategic Bond Fund | Intermediate Core-Plus Bond | Aug 31, 2010 | 0.76% | 6.46% | 3.33% | 4.24% | ||||||||
Performance Trust Municipal Bond Fund | Municipal Bonds | Jun 29, 2011 | 0.48% | 3.49% | 2.93% | 3.70% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years