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PERFORMANCE TRUST STRATEGIC BOND PTIAX
Morningstar Analyst Rating
Quantitative rating as of Apr 30, 2022
* Quote
* Fund Analysis
* Performance
* Sustainability
* Risk
* Price
* Portfolio
* People
* Parent
PERFORMANCE
Returns Distributions
GROWTH OF 10,000
* PTIAX
15,553
* Category
12,857
* Index
12,389
Growth
Investment
Category
Index
Investment Flows
Manager Change
Full
Partial
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
10,000.0012,000.0014,000.0016,000.0018,000.0020,000.00Growth
-318.86 Mil0.00318.86 MilUSDInvestment Flows
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD
Manager Change : Full Partial
Total Return %
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Investment 14.66 0.01 8.91 3.48 4.61 7.08 2.01 7.36 5.73 1.73 -8.79 Category
7.76 -0.90 5.42 -0.45 3.86 4.27 -0.61 8.94 8.06 -0.67 -8.86 Index 4.89 -1.34
5.42 0.28 3.47 3.65 0.01 8.95 7.56 -1.21 -8.79 Quartile Rank Percentile Rank 15
71 4 1 82 26 11 86 50 3 35 # of Invest. in Cat. 467 500 510 528 561 597 617 613
602 605 625 categoryName US Fund Multisector Bond US Fund Multisector Bond US
Fund Multisector Bond US Fund Multisector Bond US Fund Multisector Bond US Fund
Multisector Bond US Fund Multisector Bond US Fund Multisector Bond US Fund
Multisector Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate
Core-Plus Bond Category Name
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
MU US Fund Multisector Bond
PI US Fund Intermediate Core-Plus Bond
PI US Fund Intermediate Core-Plus Bond
USD
| YTD Investment as of May 25, 2022
| Category: Intermediate Core-Plus Bond as of May 25, 2022
| Index: Morningstar US Core Plus Bd TR USD as of May 25, 2022
TRAILING RETURNS
Day End Month End Quarter End
Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment 0.24 0.84 -0.74 -5.70 -8.79 -7.66 0.43 2.02 3.93 — 4.81 Category 0.32
1.00 -0.33 -5.25 -8.86 -8.42 0.68 1.44 2.15 3.53 — Index 0.29 1.12 0.25 -4.90
-8.79 -8.06 0.50 1.38 1.97 3.51 — Quartile Rank—— Percentile Rank 75 78 80 71 35
24 61 18 4 — — # of Invest. in Cat. 637 637 631 627 625 593 563 500 354 248 —
USD |
Investment return as of May 25, 2022 |
Category: Intermediate Core-Plus Bond as of May 25, 2022 |
Index: Morningstar US Core Plus Bd TR USD as of May 25, 2022 |
Earliest Available Aug 31, 2010 |
Time periods greater than 1 year are annualized
Star Rating
* 3-Year
* 5-Year
* 10-Year
Analyst Rating
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Morningstar Analyst Rating
There is no Analyst Rating data available
Category Medalist
Name Analyst Rating BlackRock Total Return K Dodge & Cox Income I Fidelity®
Total Bond Fund PIMCO Total Return ESG Institutional PIMCO Total Return Instl
Western Asset Core Plus Bond I Baird Core Plus Bond Inst Federated Hermes Total
Return Bond IS JPMorgan Core Plus Bond I Loomis Sayles Core Plus Bond A
Page
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Viewing 1 to 10 of 28
Results based on oldest share class
ALL FUNDS BY CLASSIFICATION
ASSET CLASS
* U.S. Equity
* Asset Allocation
* International Equity
* Sector Equity
* Alternative
* Commodities
* Taxable Bond
* Municipal Bond
EQUITY
* Large Value Funds
* Large Blend Funds
* Large Growth Funds
* Mid-Cap Value Funds
* Mid-Cap Blend Funds
* Mid-Cap Growth Funds
* Small Value Funds
* Small Blend Funds
* Small Growth Funds
* Real Estate Funds
* World Large Stock Funds
* Foreign Large Blend Funds
* Foreign Small/Mid Blend Funds
* Diversified Emerging Markets Funds
FIXED-INCOME
* Intermediate-Term Core Bond Funds
* Intermediate-Term Core-Plus Bond Funds
* Corporate Bond Funds
* High Yield Bond Funds
* Muni National Short-Term Bond Funds
* Muni National Intermediate-Term Bond Funds
* Muni National Long-Term Bond Funds
* Ultrashort Bond Funds
FUND TYPE
* Index Funds
* Target Date Funds
* Target Risk Funds
* ESG Funds
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