Performance Trust Financials
| PTIAX Fund | USD 19.21 0.05 0.26% |
Performance |
Please note that past performance is not an indicator of the future performance of Performance Trust, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Performance Trust Fund Summary
Performance Trust competes with Metropolitan West, Metropolitan West, Pimco Total, Total Return, and Total Return. 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.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89833W3943 |
| Business Address | Trust For Professional |
| Mutual Fund Family | Performance Trust Asset Management |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | NYSE Composite |
| Phone | 877 738 9095 |
| Currency | USD - US Dollar |
You should never invest in Performance Trust Strategic without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Performance Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Performance Trust's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Performance Trust Key Financial Ratios
Generally speaking, Performance Trust's financial ratios allow both analysts and investors to convert raw data from Performance Trust's financial statements into concise, actionable information that can be used to evaluate the performance of Performance Trust over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Performance Trust reports annually and quarterly.Performance Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Performance Trust's current stock value. Our valuation model uses many indicators to compare Performance Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Performance Trust competition to find correlations between indicators driving Performance Trust's intrinsic value. More Info.Performance Trust Strategic is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 568.27 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Performance Trust by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Performance Trust's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Performance Trust's earnings, one of the primary drivers of an investment's value.Performance Trust Systematic Risk
Performance Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Performance Trust volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Performance Trust correlated with the market. If Beta is less than 0 Performance Trust generally moves in the opposite direction as compared to the market. If Performance Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Performance Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Performance Trust is generally in the same direction as the market. If Beta > 1 Performance Trust moves generally in the same direction as, but more than the movement of the benchmark.
Performance Trust April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Performance Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Performance Trust Strategic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Performance Trust Strategic based on widely used predictive technical indicators. In general, we focus on analyzing Performance Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Performance Trust's daily price indicators and compare them against related drivers.
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 1.59 | |||
| Value At Risk | (0.71) | |||
| Potential Upside | 0.4111 |
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 Transaction History module to view history of all your transactions and understand their impact on performance.