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Performance Trust Municipal Bond Retail (PTRMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.60+0.04 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.04%
5-year average return1.00%
Number of years up9
Number of years down2
Best 1-yr total return (29 Apr 2024)12.36%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return12.36%
Worst 3-yr total return-1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPTRMXCategory
YTD-0.43%1.33%
1-month0.02%0.30%
3-month-0.43%1.53%
1-year4.75%4.61%
3-year-0.77%4.51%
5-year1.43%2.72%
10-year2.95%3.64%
Last bull market4.37%5.19%
Last bear market-4.56%5.33%

Annual total return (%) history

Year
PTRMXCategory
2024
N/AN/A
2023
8.43%N/A
2022
-12.22%N/A
2021
1.89%N/A
2020
6.03%4.51%
2019
8.43%6.91%
2018
0.30%0.78%
2017
7.03%4.61%
2016
0.13%-0.20%
2015
3.93%2.50%
2014
12.36%6.77%
2013
-3.91%-2.27%
2012
N/A5.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.43%N/AN/AN/A
20233.07%0.15%-5.04%10.61%
2022-7.30%-4.56%-4.37%3.75%
2021-1.19%2.35%-0.63%1.39%
2020-0.65%2.88%1.24%2.46%
20193.43%2.39%2.07%0.32%
2018-1.72%0.78%-0.29%1.56%
20171.72%2.59%1.09%1.46%
20162.49%3.65%-0.75%-5.02%
20151.25%-1.38%2.21%1.84%
20144.25%3.42%2.04%2.13%
20131.00%-4.53%-0.51%0.16%
20122.05%N/AN/AN/A

Rank in category (by total return)

YTD90
1-month60
3-month90
1-year7
3-year79
5-year51

Load adjusted returns

1-year2.39%
3-year-1.52%
5-year0.97%
10-year2.71%