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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
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PTCRX
Performance Trust Credit FundMultisector BondsDec 30, 20200.99%
8.53%
5.69%
Performance Trust Strategic Bond FundIntermediate Core-Plus BondAug 31, 20100.76%
6.46%
3.33%
4.24%
Performance Trust Municipal Bond FundMunicipal BondsJun 29, 20110.48%
3.49%
2.93%
3.70%

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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.

0%Annualized Volatility0%Annualized Return

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