Performance Trust Strategic Fund Quote
| PTIAX Fund | USD 19.22 0.18 0.93% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Performance Trust is trading at 19.22 as of the 16th of April 2024; that is -0.93% down since the beginning of the trading day. The fund's open price was 19.4. Performance Trust has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Performance Trust Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities in the prime, subprime and Alt-A first lien mortgage sectors and commercial mortgage-backed securities , including traditional and interest-only CMBS.. More on Performance Trust Strategic
Moving together with Performance Mutual Fund
| 0.8 | PTAOX | Performance Trust | PairCorr |
| 0.99 | PTCOX | Performance Trust | PairCorr |
| 0.67 | PTCRX | Performance Trust Credit | PairCorr |
| 0.66 | PTIMX | Performance Trust | PairCorr |
| 0.64 | PTRMX | Performance Trust | PairCorr |
| 0.73 | MWTNX | Metropolitan West Total | PairCorr |
Performance Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Performance Trust's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Performance Trust or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Performance Trust Asset Management Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Performance Trust Asset Management (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Performance Trust Strategic [PTIAX] is traded in USA and was established 16th of April 2024. Performance Trust is listed under Performance Trust Asset Management category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Performance Trust Asset Management family. This fund at this time has accumulated 5.61 B in assets with minimum initial investment of 2.5 K. Performance Trust is currently producing year-to-date (YTD) return of 0.85% with the current yeild of 0.0%, while the total return for the last 3 years was -1.6%.
Check Performance Trust Probability Of Bankruptcy
Instrument Allocation
Top Performance Trust Strategic Mutual Fund Constituents
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund |
Performance Trust Target Price Odds Analysis
Based on a normal probability distribution, the odds of Performance Trust jumping above the current price in 90 days from now is close to 99%. The Performance Trust Strategic probability density function shows the probability of Performance Trust mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Performance Trust has a beta of 0.2515 indicating as returns on the market go up, Performance Trust average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Performance Trust Strategic will be expected to be much smaller as well. Additionally, performance Trust Strategic has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Performance Trust to move above the current price in 90 days from now is close to 99 (This Performance Trust Strategic probability density function shows the probability of Performance Mutual Fund to fall within a particular range of prices over 90 days) .
Performance Trust Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Performance Trust market risk premium is the additional return an investor will receive from holding Performance Trust long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Performance Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Performance Trust's alpha and beta are two of the key measurements used to evaluate Performance Trust's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2748 | |||
| Standard Deviation | 0.3533 | |||
| Variance | 0.1248 | |||
| Risk Adjusted Performance | (0.03) |
Performance Trust Against Markets
Picking the right benchmark for Performance Trust mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Performance Trust mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Performance Trust is critical whether you are bullish or bearish towards Performance Trust Strategic at a given time. Please also check how Performance Trust's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Performance Trust without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Balance Of PowerCheck stock momentum by analyzing Balance Of Power indicator and other technical ratios |
| All Next | Launch Module |
How to buy Performance Mutual Fund?
Before investing in Performance Trust, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Performance Trust. To buy Performance Trust fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Performance Trust. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Performance Trust fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Performance Trust Strategic fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Performance Trust Strategic fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Performance Trust Strategic, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Performance Trust Strategic?
The danger of trading Performance Trust Strategic is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Performance Trust is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Performance Trust. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Performance Trust is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Performance Trust Strategic. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Performance Trust information on this page should be used as a complementary analysis to other Performance Trust's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.