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Pensions
Pensions are a hot topic in the run up to the general election
But what will happen to the lifetime allowance?
Performance Trust Total Return Bd A (PTAOX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.51
+0.13
(+0.67%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.61%
5-year average return
0.50%
Number of years up
3
Number of years down
1
Best 1-yr total return (2 Jun 2024)
7.16%
Worst 1-yr total return (2 Jun 2024)
N/A
Best 3-yr total return
7.16%
Worst 3-yr total return
-2.36%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PTAOX
Category
YTD
-1.31%
-0.61%
1-month
-2.10%
0.77%
3-month
-1.74%
1.99%
1-year
1.91%
3.06%
3-year
-2.23%
5.69%
5-year
0.49%
3.75%
10-year
2.53%
3.84%
Last bull market
9.02%
4.61%
Last bear market
-5.13%
1.87%
Annual total return (%) history
Year
PTAOX
Category
2024
N/A
N/A
2023
7.16%
N/A
2022
-13.01%
N/A
2021
1.48%
N/A
2020
5.44%
8.06%
2019
N/A
8.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.80%
N/A
N/A
N/A
2023
2.86%
-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%
2019
2.90%
1.75%
-0.16%
N/A
Rank in category (by total return)
YTD
10
1-month
16
3-month
10
1-year
10
3-year
13
5-year
33
Load adjusted returns
1-year
-0.39%
3-year
-2.97%
5-year
0.03%
10-year
2.30%
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