PTIAX vs. FTSL
Compare and contrast key facts about Performance Trust Strategic Bond Fund (PTIAX) and First Trust Senior Loan Fund (FTSL).
PTIAX is managed by Performance Trust Asset Management. It was launched on Aug 31, 2010. FTSL is an actively managed fund by First Trust. It was launched on May 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTIAX or FTSL.
Correlation
The correlation between PTIAX and FTSL is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PTIAX vs. FTSL - Performance Comparison
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Key characteristics
PTIAX:
4.88%
FTSL:
0.87%
PTIAX:
-0.41%
FTSL:
0.00%
PTIAX:
-0.41%
FTSL:
0.00%
Returns By Period
PTIAX
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FTSL
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PTIAX vs. FTSL - Expense Ratio Comparison
PTIAX has a 0.76% expense ratio, which is lower than FTSL's 0.86% expense ratio.
Risk-Adjusted Performance
PTIAX vs. FTSL — Risk-Adjusted Performance Rank
PTIAX
FTSL
PTIAX vs. FTSL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Trust Strategic Bond Fund (PTIAX) and First Trust Senior Loan Fund (FTSL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PTIAX vs. FTSL - Dividend Comparison
PTIAX's dividend yield for the trailing twelve months is around 4.53%, less than FTSL's 7.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTIAX Performance Trust Strategic Bond Fund | 4.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTSL First Trust Senior Loan Fund | 7.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PTIAX vs. FTSL - Drawdown Comparison
The maximum PTIAX drawdown since its inception was -0.41%, which is greater than FTSL's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PTIAX and FTSL. For additional features, visit the drawdowns tool.
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Volatility
PTIAX vs. FTSL - Volatility Comparison
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