Performance Trust Asset Management

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 4 distinct funds
Download top 1000 CSV
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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Short-Term Bond
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$18M
6M Money Flow
$4M
Intermediate Core-Plus Bond
Expense Ratio
0.76%
TTM Yield
4.4%
3yr Sharpe
-0.43
YTD Return
3.1%
3yr Return
6.4%
1yr Return
6.5%
Total Assets
$9B
6M Money Flow
$791M
Multisector Bond
Expense Ratio
1.01%
TTM Yield
5.4%
3yr Sharpe
0.03
YTD Return
1.9%
3yr Return
14.4%
1yr Return
8.0%
Total Assets
$268M
6M Money Flow
$121M
Muni National Interm
Expense Ratio
0.50%
TTM Yield
6.3%
3yr Sharpe
-0.26
YTD Return
0.4%
3yr Return
8.5%
1yr Return
5.8%
Total Assets
$714M
6M Money Flow
-$24M