Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTIAX (PERFORMANCE TRUST STRATEGIC BOND FUND PERFORMANCE TRUST STRATEGIC BOND FUND) | 0.81% | 5.65% | 5.24% | 1.05% | 2.78% | 3.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTIAX (PERFORMANCE TRUST STRATEGIC BOND FUND PERFORMANCE TRUST STRATEGIC BOND FUND) | 09/01/2010 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.65 | 5.24 | 1.05 | 2.78 | 3.68 | NA | … | … | 0.81 | 6.93 | 3.53 | 7.48 | -12.84 | 1.40 | 5.73 | 7.37 | 2.00 | 6.02 | 4.15 | 3.48 | 8.90 | 0.01 | 14.07 | 1.16 | 3.65 |
| Sharpe Ratio | NA | 0.85 | 0.46 | -0.29 | 0.29 | NA | NA | … | … | -0.15 | 0.88 | -0.02 | 0.68 | -2.60 | 0.48 | 1.10 | 2.59 | 0.39 | 2.93 | 2.02 | 2.10 | 4.99 | -0.01 | 7.19 | 0.41 | 3.24 |
| Standard Deviation(%) | NA | 4.04 | 4.98 | 4.98 | 4.05 | NA | NA | … | … | 4.23 | 4.62 | 5.12 | 5.66 | 5.51 | 2.89 | 4.97 | 2.28 | 1.62 | 1.84 | 1.95 | 1.64 | 1.78 | 2.14 | 1.97 | 2.74 | 3.48 |
| Draw Down(%) | NA | 2.99 | 4.95 | 16.69 | 16.69 | NA | NA | … | … | 2.99 | 3.11 | 3.38 | 5.21 | 15.67 | 2.12 | 10.69 | 1.50 | 1.04 | 0.75 | 2.68 | 1.07 | 0.79 | 5.28 | 0.73 | 1.83 | 1.39 |
| Yield(%) | 0.00 | 4.80 | 4.59 | 3.58 | 4.01 | 4.28 | 3.41 | … | … | 1.66 | 4.77 | 4.42 | 4.15 | 3.34 | 3.20 | 3.92 | 4.24 | 4.37 | 5.58 | 4.99 | 4.79 | 4.72 | 4.03 | 4.62 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIAX (PERFORMANCE TRUST STRATEGIC BOND FUND PERFORMANCE TRUST STRATEGIC BOND FUND) |
-3.52%
Oct 2020 – Oct 2023 |
0.10%
Oct 2017 – Oct 2022 |
2.32%
Oct 2012 – Oct 2022 |
3.67%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIAX (PERFORMANCE TRUST STRATEGIC BOND FUND PERFORMANCE TRUST STRATEGIC BOND FUND) |
7.50%
Dec 2011 – Dec 2014 |
6.13%
Aug 2011 – Aug 2016 |
5.27%
Jul 2011 – Jul 2021 |
3.79%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart