Performance Trust Asset Management

Statistics as of May 01, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Muni National Interm
Expense Ratio
0.50%
TTM Yield
6.3%
3yr Sharpe
-0.13
YTD Return
-1.4%
3yr Return
10.7%
1yr Return
4.4%
Total Assets
$693M
6M Money Flow
-$24M
Intermediate Core-Plus Bond
Expense Ratio
0.76%
TTM Yield
4.5%
3yr Sharpe
-0.28
YTD Return
1.9%
3yr Return
8.1%
1yr Return
6.4%
Total Assets
$9B
6M Money Flow
$569M
Multisector Bond
Expense Ratio
1.01%
TTM Yield
5.5%
3yr Sharpe
0.21
YTD Return
1.9%
3yr Return
17.7%
1yr Return
8.3%
Total Assets
$275M
6M Money Flow
$118M
Short-Term Bond
Expense Ratio
0.65%
TTM Yield
5.3%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
7.1%
Total Assets
$17M
6M Money Flow
$3M