Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTCOX (Performance Trust Strategic Bond Fund Class C) | 0.42% | 4.64% | 4.20% | 0.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTCOX (Performance Trust Strategic Bond Fund Class C) | 01/03/2019 | 06/04/2026 |
| 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 (%) | 0.10 | 4.64 | 4.20 | 0.12 | NA | NA | NA | … | … | 0.42 | 5.81 | 2.58 | 6.34 | -13.67 | 0.74 | 4.65 | 5.83 |
| Sharpe Ratio | NA | 0.59 | 0.25 | -0.48 | NA | NA | NA | … | … | -0.38 | 0.64 | -0.20 | 0.48 | -2.74 | 0.26 | 0.89 | 1.94 |
| Standard Deviation(%) | NA | 4.00 | 4.96 | 4.95 | NA | NA | NA | … | … | 4.23 | 4.57 | 5.10 | 5.66 | 5.52 | 2.74 | 4.93 | 2.28 |
| Draw Down(%) | NA | 3.24 | 5.21 | 17.43 | NA | NA | NA | … | … | 3.24 | 3.14 | 3.64 | 5.69 | 16.35 | 2.19 | 10.70 | 1.55 |
| Yield(%) | 0.00 | 3.77 | 3.55 | 2.76 | 2.18 | 1.45 | 1.09 | … | … | 1.27 | 3.76 | 3.34 | 3.17 | 2.49 | 2.56 | 2.97 | 3.47 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PTCOX (Performance Trust Strategic Bond Fund Class C) |
-4.36%
Oct 2020 – Oct 2023 |
-0.48%
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 |
|---|---|---|---|---|
| PTCOX (Performance Trust Strategic Bond Fund Class C) |
5.76%
Oct 2022 – Oct 2025 |
0.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart