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Performance Trust Strategic Bond (PTIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.42+0.09 (+0.47%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★
Number of years up12
Number of years down1
Best 1-yr total return (2 May 2024)14.66%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
PTIAXCategory average
5 years
PTIAXCategory average
10 years
PTIAXCategory average
Alpha
0.580
0.590.01
1.510.01
BETA
0.850.01
0.860.01
0.830.01
Mean annual return
-0.150
0.080
0.240
R-squared
95.480.62
76.180.65
75.740.64
Standard deviation
6.420.05
6.190.04
4.620.04
Sharpe ratio
-0.770.01
-0.210.01
0.290.01
Treynor ratio
-60.05
-1.710.03
1.520.04