Nasdaq - Delayed Quote USD

Performance Trust Multisector Bd Inst (PTCRX)

8.70 +0.02 (+0.23%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.19%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 10.11%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 10.11%
Worst 3Y Total Return 0.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTCRX
Category
YTD
2.25%
1.94%
1-Month
1.17%
0.65%
3-Month
2.25%
2.15%
1-Year
10.94%
9.23%
3-Year
1.99%
5.23%
5-Year
0.00%
4.63%
10-Year
0.00%
4.32%
Last Bull Market
4.06%
8.16%
Last Bear Market
-5.94%
-3.23%

Annual Total Return (%) History

Year
PTCRX
Category
2024
--
--
2023
10.11%
--
2022
-10.71%
--
2021
4.24%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.25% -- -- --
2023 1.49% 1.34% -0.11% 7.18%
2022 -5.11% -5.94% -3.07% 3.20%
2021 -1.23% 4.03% 1.07% 0.38%

Rank in Category (By Total Return)

YTD 18
1-Month 37
3-Month 18
1-Year 9
3-Year 16
5-Year --

Load Adjusted Returns

1-Year 10.94%
3-Year 1.99%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.19%
5y Average Return 0.00%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Performance Trust Asset Management
Net Assets 109.97M
YTD Return 2.25%
Yield 6.00%
Morningstar Rating
Inception Date Dec 31, 2020

Fund Summary

The fund seeks to achieve its investment objective by active allocation primarily in the fixed-income securities market. The Adviser allocates the fund's assets across different sectors in response to the changing environment, which includes but is not limited to, financial, market, economic, and political factors, and trends or events that the Adviser's investment process determines may affect the fund's investments.

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