Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTIMX (PERFORMANCE TRUST MUNICIPAL BOND FUND PERFORMANCE TRUST MUNICIPAL BOND FUND – INSTITUTIONAL CLASS) | 2.24% | 8.30% | 4.56% | 0.77% | 2.27% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTIMX (PERFORMANCE TRUST MUNICIPAL BOND FUND PERFORMANCE TRUST MUNICIPAL BOND FUND – INSTITUTIONAL CLASS) | 07/19/2011 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 8.30 | 4.56 | 0.77 | 2.27 | NA | NA | … | … | 2.24 | 4.03 | 1.63 | 8.67 | -12.00 | 2.19 | 6.19 | 8.62 | 0.29 | 7.29 | 0.19 | 4.11 | 12.57 | -3.74 | 15.23 | 4.29 |
| Sharpe Ratio | NA | 2.11 | 0.28 | -0.37 | 0.15 | NA | NA | … | … | 0.86 | 0.23 | -0.49 | 1.01 | -2.71 | 1.02 | 0.68 | 3.48 | -0.55 | 2.45 | -0.01 | 1.67 | 5.50 | -1.21 | 7.56 | 4.30 |
| Standard Deviation(%) | NA | 2.73 | 4.52 | 4.43 | 4.48 | NA | NA | … | … | 3.13 | 5.01 | 4.06 | 5.02 | 4.97 | 2.12 | 8.74 | 2.05 | 1.97 | 2.72 | 3.23 | 2.44 | 2.28 | 3.12 | 2.02 | 2.24 |
| Draw Down(%) | NA | 3.00 | 7.28 | 16.63 | 16.63 | NA | NA | … | … | 3.00 | 5.25 | 3.46 | 7.77 | 16.39 | 2.79 | 12.61 | 1.89 | 2.47 | 1.66 | 7.90 | 3.15 | 1.82 | 8.55 | 1.32 | 1.17 |
| Yield(%) | 0.00 | 4.06 | 3.87 | 2.93 | 2.87 | 3.44 | 2.58 | … | … | 1.39 | 4.01 | 3.59 | 3.84 | 2.26 | 2.27 | 2.65 | 3.24 | 2.55 | 2.70 | 2.18 | 2.50 | 3.24 | 3.27 | 4.83 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIMX (PERFORMANCE TRUST MUNICIPAL BOND FUND PERFORMANCE TRUST MUNICIPAL BOND FUND – INSTITUTIONAL CLASS) |
-3.67%
Oct 2020 – Oct 2023 |
-0.15%
Jul 2020 – Jul 2025 |
1.98%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTIMX (PERFORMANCE TRUST MUNICIPAL BOND FUND PERFORMANCE TRUST MUNICIPAL BOND FUND – INSTITUTIONAL CLASS) |
8.41%
Aug 2013 – Aug 2016 |
7.42%
Aug 2011 – Aug 2016 |
5.47%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart