Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAOX (Performance Trust Strategic Bond Fund Class A) | 0.30% | 5.48% | 4.84% | 0.75% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAOX (Performance Trust Strategic Bond Fund Class A) | 01/03/2019 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 5.48 | 4.84 | 0.75 | NA | NA | NA | … | … | 0.30 | 6.64 | 3.32 | 7.16 | -13.01 | 1.48 | 5.44 | 6.67 |
| Sharpe Ratio | NA | 0.63 | 0.33 | -0.35 | NA | NA | NA | … | … | -0.38 | 0.82 | -0.06 | 0.63 | -2.63 | 0.54 | 1.04 | 2.33 |
| Standard Deviation(%) | NA | 3.99 | 4.94 | 4.94 | NA | NA | NA | … | … | 4.17 | 4.61 | 5.09 | 5.63 | 5.51 | 2.71 | 4.97 | 2.26 |
| Draw Down(%) | NA | 3.04 | 5.06 | 16.63 | NA | NA | NA | … | … | 3.04 | 3.10 | 3.48 | 5.34 | 15.79 | 2.11 | 10.66 | 1.55 |
| Yield(%) | 0.00 | 4.55 | 4.29 | 3.39 | 2.67 | 1.78 | 1.33 | … | … | 1.56 | 4.51 | 4.05 | 3.89 | 3.12 | 3.28 | 3.68 | 4.03 |
Data as of 06/08/2026, Common starting date is 01/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAOX (Performance Trust Strategic Bond Fund Class A) |
-3.65%
Oct 2020 – Oct 2023 |
0.26%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAOX (Performance Trust Strategic Bond Fund Class A) |
6.56%
Oct 2022 – Oct 2025 |
1.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart