Performance Trust Asset Management

Statistics as of May 27, 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 Return3yr Return1yr ReturnTotal Assets6M Money Flow
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
5.6%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
6.3%
Total Assets
$17M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
4.5%
3yr Sharpe
-0.28
YTD Return
1.2%
3yr Return
7.2%
1yr Return
4.8%
Total Assets
$9B
6M Money Flow
$569M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
5.5%
3yr Sharpe
0.21
YTD Return
2.2%
3yr Return
17.8%
1yr Return
7.4%
Total Assets
$292M
6M Money Flow
$118M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
6.0%
3yr Sharpe
-0.13
YTD Return
-1.9%
3yr Return
8.6%
1yr Return
3.3%
Total Assets
$691M
6M Money Flow
-$24M