Nasdaq - Delayed Quote • USD
Performance Trust Multisector Bd Inst (PTCRX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTCRX | Category Average | PTCRX | Category Average | PTCRX | Category Average | |
| Alpha | 3.42 | 0.01 | -- | 0.02 | -- | 0.02 |
| BETA | 0.81 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.18 | 0 | -- | 0 | -- | 0 |
| R-squared | 83 | 0.16 | -- | 0.16 | -- | 0.16 |
| Standard Deviation | 6.48 | 0.08 | -- | 0.06 | -- | 0.05 |
| Sharpe Ratio | -0.12 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -1.21 | 0.06 | -- | 0.06 | -- | 0.07 |
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