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Performance Trust Strategic Bond (PTIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.21-0.05 (-0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.29%
5-year average return0.76%
Number of years up12
Number of years down1
Best 1-yr total return (23 Apr 2024)14.66%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return14.66%
Worst 3-yr total return-2.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTIAXCategory
YTD0.85%-0.61%
1-month1.13%0.77%
3-month0.85%1.99%
1-year5.27%3.06%
3-year-0.91%5.69%
5-year1.23%3.75%
10-year3.09%3.84%
Last bull market4.53%4.61%
Last bear market-5.07%1.87%

Annual total return (%) history

Year
PTIAXCategory
2024
N/AN/A
2023
7.48%N/A
2022
-12.84%N/A
2021
1.73%N/A
2020
5.73%8.06%
2019
7.36%8.94%
2018
2.01%-0.61%
2017
7.08%4.27%
2016
4.61%3.86%
2015
3.48%-0.45%
2014
8.91%5.42%
2013
0.01%-0.90%
2012
14.66%7.76%
2011
6.69%6.27%
2010
N/A8.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.85%N/AN/AN/A
20232.97%0.01%-2.20%6.72%
2022-5.61%-5.07%-4.20%1.54%
2021-1.22%2.59%0.13%0.25%
2020-2.51%3.92%2.53%1.79%
20192.62%2.86%1.85%-0.14%
2018-0.01%0.61%0.31%1.09%
20171.81%2.57%1.50%1.02%
20161.49%2.67%1.54%-1.12%
20151.52%-0.30%0.90%1.33%
20143.61%2.07%1.41%1.55%
20131.40%-2.08%0.23%0.48%
20123.78%2.12%5.91%2.16%
20112.64%0.75%1.58%1.57%
20102.26%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month14
3-month4
1-year6
3-year8
5-year25

Load adjusted returns

1-year5.27%
3-year-0.91%
5-year1.23%
10-year3.09%