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Performance Trust Total Return Bd A (PTAOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.51+0.13 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.61%
5-year average return0.50%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jun 2024)7.16%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return7.16%
Worst 3-yr total return-2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTAOXCategory
YTD-1.31%-0.61%
1-month-2.10%0.77%
3-month-1.74%1.99%
1-year1.91%3.06%
3-year-2.23%5.69%
5-year0.49%3.75%
10-year2.53%3.84%
Last bull market9.02%4.61%
Last bear market-5.13%1.87%

Annual total return (%) history

Year
PTAOXCategory
2024
N/AN/A
2023
7.16%N/A
2022
-13.01%N/A
2021
1.48%N/A
2020
5.44%8.06%
2019
N/A8.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.80%N/AN/AN/A
20232.86%-0.05%-2.25%6.63%
2022-5.65%-5.13%-4.27%1.51%
2021-1.26%2.53%0.07%0.18%
2020-2.55%3.80%2.47%1.72%
20192.90%1.75%-0.16%N/A

Rank in category (by total return)

YTD10
1-month16
3-month10
1-year10
3-year13
5-year33

Load adjusted returns

1-year-0.39%
3-year-2.97%
5-year0.03%
10-year2.30%