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Performance Trust Strategic Bond (PTIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.26+0.02 (+0.10%)
At close: 06:46PM EDT

Risk overview

Morningstar risk rating★
Number of years up12
Number of years down1
Best 1-yr total return (21 Apr 2024)14.66%
Worst 1-yr total return (21 Apr 2024)N/A

Risk statistics

3 years
PTIAXCategory average
5 years
PTIAXCategory average
10 years
PTIAXCategory average
Alpha
0.750
0.640.01
1.540.01
BETA
0.850.01
0.860.01
0.830.01
Mean annual return
-0.060
0.120
0.260
R-squared
95.230.62
75.360.65
750.64
Standard deviation
6.360.05
6.110.04
4.560.04
Sharpe ratio
-0.580.01
-0.120.01
0.370.01
Treynor ratio
-4.550.05
-1.080.03
1.950.04