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Performance Trust Total Return Bd C (PTCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.57-0.06 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.64%
5-year average return-0.02%
Number of years up3
Number of years down1
Best 1-yr total return (17 Jun 2024)6.35%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return6.35%
Worst 3-yr total return-3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTCOXCategory
YTD-0.33%-0.61%
1-month1.26%0.77%
3-month0.06%1.99%
1-year3.47%3.06%
3-year-2.69%5.69%
5-year-0.32%3.75%
10-year1.79%3.84%
Last bull market8.61%4.61%
Last bear market-5.33%1.87%

Annual total return (%) history

Year
PTCOXCategory
2024
N/AN/A
2023
6.35%N/A
2022
-13.67%N/A
2021
0.74%N/A
2020
4.64%8.06%
2019
N/A8.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.60%N/AN/AN/A
20232.67%-0.24%-2.41%6.40%
2022-5.82%-5.33%-4.41%1.29%
2021-1.41%2.30%-0.11%-0.00%
2020-2.75%3.64%2.29%1.50%
20192.64%1.55%-0.34%N/A

Rank in category (by total return)

YTD20
1-month96
3-month76
1-year24
3-year39
5-year79

Load adjusted returns

1-year3.47%
3-year-2.69%
5-year-0.32%
10-year1.79%