Performance Trust Asset Management Mutual Funds List
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.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.74%
- Avg. 1 Year Return
- 7.02%
- Avg. 5 Year Return
- 1.93%
- Median Risk/Return Score
- 58 / 100
Performance Trust Asset Management Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | 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% | 1.16% | — | 5.36% | 58 | ||||||||
| Performance Trust Strategic Bond Fund | Intermediate Core-Plus Bond | Aug 31, 2010 | 0.76% | 0.70% | 2.89% | 4.77% | 25 | ||||||||
| Performance Trust Municipal Bond Fund | Municipal Bonds | Jun 29, 2011 | 0.48% | 1.97% | 2.37% | 3.92% | 74 |
Explore top Performance Trust Asset Management Mutual Fund Categories and Asset Classes
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
Best Performance Trust Asset Management Mutual funds by Risk/Return Score
The top Performance Trust Asset Management Mutual funds by PortfoliosLab Risk/Return Score are PTIMX (74) and PTCRX (58).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Performance Trust Municipal Bond Fund | 74 | — | Jun 2011 | |
| Performance Trust Credit Fund | 58 | — | Dec 2020 | |
| Performance Trust Strategic Bond Fund | 25 | — | Aug 2010 |
Best-Performing Performance Trust Asset Management Mutual funds Over 5 Years
The top Performance Trust Asset Management Mutual funds is PTCRX (3.93%).
Across the lineup, Performance Trust Asset Management Mutual funds show an average 1-year return of 7.02% and an average 5-year return of 1.93%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Performance Trust Credit Fund | 3.93% | — | Dec 2020 | |
| Performance Trust Strategic Bond Fund | 1.01% | — | Aug 2010 | |
| Performance Trust Municipal Bond Fund | 0.85% | — | Jun 2011 |
Lowest-Cost Performance Trust Asset Management Mutual funds
The top Performance Trust Asset Management Mutual funds is PTIMX (0.48%).
With an average expense ratio of 0.74%, Performance Trust Asset Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Performance Trust Municipal Bond Fund | 0.48% | — | Jun 2011 | |
| Performance Trust Strategic Bond Fund | 0.76% | — | Aug 2010 | |
| Performance Trust Credit Fund | 0.99% | — | Dec 2020 |
Highest-Yield Performance Trust Asset Management Mutual funds
The top Performance Trust Asset Management Mutual funds is PTCRX (5.36%).
Across the lineup, Performance Trust Asset Management Mutual funds show an average dividend yield of 4.68%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Performance Trust Credit Fund | 5.36% | — | Dec 2020 | |
| Performance Trust Strategic Bond Fund | 4.77% | — | Aug 2010 | |
| Performance Trust Municipal Bond Fund | 3.92% | — | Jun 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.