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Performance Trust Municipal Bond Instl (PTIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.56-0.03 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.50%
5-year average return1.10%
Number of years up10
Number of years down2
Best 1-yr total return (27 May 2024)15.07%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return15.07%
Worst 3-yr total return-1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTIMXCategory
YTD-1.92%1.33%
1-month-1.59%0.30%
3-month-1.65%1.53%
1-year3.19%4.61%
3-year-1.46%4.51%
5-year1.26%2.72%
10-year2.84%3.64%
Last bull market11.88%5.19%
Last bear market-4.46%5.33%

Annual total return (%) history

Year
PTIMXCategory
2024
N/AN/A
2023
8.67%N/A
2022
-12.01%N/A
2021
2.18%N/A
2020
6.26%4.51%
2019
8.71%6.91%
2018
0.56%0.78%
2017
7.28%4.61%
2016
0.36%-0.20%
2015
4.10%2.50%
2014
12.58%6.77%
2013
-3.74%-2.27%
2012
15.07%5.62%
2011
N/A9.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.34%N/AN/AN/A
20233.12%0.21%-4.99%10.68%
2022-7.26%-4.46%-4.36%3.83%
2021-1.07%2.37%-0.57%1.47%
2020-0.60%2.94%1.31%2.50%
20193.49%2.41%2.17%0.38%
2018-1.66%0.84%-0.22%1.63%
20171.77%2.65%1.15%1.53%
20162.51%3.71%-0.68%-4.96%
20151.26%-1.36%2.28%1.90%
20144.32%3.49%2.08%2.16%
20131.06%-4.53%-0.44%0.21%
20124.80%3.83%3.60%2.07%
20112.69%3.35%N/AN/A

Rank in category (by total return)

YTD98
1-month100
3-month100
1-year19
3-year82
5-year44

Load adjusted returns

1-year3.19%
3-year-1.46%
5-year1.26%
10-year2.84%