Nasdaq - Delayed Quote USD

Performance Trust Total Return Bd C (PTCOX)

19.43
-0.05
(-0.26%)
At close: 8:04:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.07%
5y Average Return 0.46%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 8, 2025) 6.35%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 6.35%
Worst 3Y Total Return -3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTCOX
Category
YTD
1.90%
-0.61%
1-Month
-0.05%
0.77%
3-Month
1.51%
1.99%
1-Year
6.19%
3.06%
3-Year
1.70%
5.69%
5-Year
0.71%
3.75%
10-Year
1.92%
3.84%
Last Bull Market
6.29%
4.61%
Last Bear Market
-5.33%
1.87%

Annual Total Return (%) History

Year
PTCOX
Category
2025
--
--
2024
2.57%
--
2023
6.35%
--
2022
-13.67%
--
2021
0.74%
--
2020
4.64%
8.06%
2019
--
8.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.95% -- -- --
2024 0.60% 0.31% 4.38% -2.62%
2023 2.67% -0.24% -2.41% 6.40%
2022 -5.82% -5.33% -4.41% 1.29%
2021 -1.41% 2.30% -0.11% -0.00%
2020 -2.75% 3.64% 2.29% 1.50%
2019 2.64% 1.55% -0.34% --

Rank in Category (By Total Return)

YTD 92
1-Month 89
3-Month 89
1-Year 94
3-Year 76
5-Year 34

Load Adjusted Returns

1-Year 6.19%
3-Year 1.70%
5-Year 0.71%
10-Year 1.92%

Performance & Risk

YTD Return 1.07%
5y Average Return 0.46%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Performance Trust Asset Management
Net Assets 9.26B
YTD Return 1.90%
Yield 3.39%
Morningstar Rating
Inception Date Jan 02, 2019

Fund Summary

The fund invests at least 80% of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities ("RMBS") in the prime, subprime and "Alt-A" first lien mortgage sectors and commercial mortgage-backed securities ("CMBS"), including traditional and interest-only CMBS.

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