Performance Trust Asset Management

Statistics as of Apr 02, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Short-Term Bond
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
-
Total Assets
$18M
6M Money Flow
$4M
Muni National Interm
Expense Ratio
0.50%
TTM Yield
6.4%
3yr Sharpe
-0.26
YTD Return
-0.7%
3yr Return
7.5%
1yr Return
4.7%
Total Assets
$707M
6M Money Flow
-$24M
Intermediate Core-Plus Bond
Expense Ratio
0.76%
TTM Yield
4.4%
3yr Sharpe
-0.43
YTD Return
2.6%
3yr Return
5.7%
1yr Return
6.4%
Total Assets
$9B
6M Money Flow
$791M
Multisector Bond
Expense Ratio
1.01%
TTM Yield
5.4%
3yr Sharpe
0.03
YTD Return
2.2%
3yr Return
14.8%
1yr Return
8.6%
Total Assets
$267M
6M Money Flow
$121M