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Performance Trust Municipal Bond A (PTRMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.99+0.04 (+0.17%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.41%
5-Year Average Return1.17%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 17, 2024)12.36%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return12.36%
Worst 3-Yr Total Return-1.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPTRMXCategory
YTD-1.90%1.33%
1-Month0.14%0.30%
3-Month-1.45%1.53%
1-Year3.94%4.61%
3-Year-1.87%4.51%
5-Year0.72%2.72%
10-Year2.44%3.64%
Last Bull Market11.80%5.19%
Last Bear Market-4.56%5.33%

Annual Total Return (%) History

Year
PTRMXCategory
2024
N/AN/A
2023
8.43%N/A
2022
-12.22%N/A
2021
1.89%N/A
2020
6.03%4.51%
2019
8.43%6.91%
2018
0.30%0.78%
2017
7.03%4.61%
2016
0.13%-0.20%
2015
3.93%2.50%
2014
12.36%6.77%
2013
-3.91%-2.27%
2012
N/A5.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.43%N/AN/AN/A
20233.07%0.15%-5.04%10.61%
2022-7.30%-4.56%-4.37%3.75%
2021-1.19%2.35%-0.63%1.39%
2020-0.65%2.88%1.24%2.46%
20193.43%2.39%2.07%0.32%
2018-1.72%0.78%-0.29%1.56%
20171.72%2.59%1.09%1.46%
20162.49%3.65%-0.75%-5.02%
20151.25%-1.38%2.21%1.84%
20144.25%3.42%2.04%2.13%
20131.00%-4.53%-0.51%0.16%
20122.05%N/AN/AN/A

Rank In Category (By Total Return)

YTD88
1-Month10
3-Month78
1-Year15
3-Year88
5-Year66

Load Adjusted Returns

1-Year1.60%
3-Year-2.61%
5-Year0.26%
10-Year2.21%