Performance Trust Financial Statements From 2010 to 2024

PTCOX Fund  USD 19.60  0.02  0.10%   
Performance Trust financial statements provide useful quarterly and yearly information to potential Performance Trust Strategic investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Performance Trust financial statements helps investors assess Performance Trust's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Performance Trust's valuation are summarized below:
Performance Trust Strategic does not presently have any trending fundamental ratios for analysis.
Check Performance Trust financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Performance Trust's main balance sheet or income statement drivers, such as , as well as many indicators such as . Performance financial statements analysis is a perfect complement when working with Performance Trust Valuation or Volatility modules.
  
This module can also supplement various Performance Trust Technical models . Check out the analysis of Performance Trust Correlation against competitors.

Performance Trust Strategic Mutual Fund Annual Yield Analysis

Performance Trust's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Performance Trust Annual Yield

    
  0 %  
Most of Performance Trust's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Performance Trust Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Performance Trust Strategic has an Annual Yield of 0.0031%. This is much higher than that of the Performance Trust Asset Management family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.

Performance Trust Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Performance Trust's current stock value. Our valuation model uses many indicators to compare Performance Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Performance Trust competition to find correlations between indicators driving Performance Trust's intrinsic value. More Info.
Performance Trust Strategic is rated below average in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about  996.94  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Performance Trust's earnings, one of the primary drivers of an investment's value.

About Performance Trust Financial Statements

Performance Trust investors use historical fundamental indicators, such as Performance Trust's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Performance Trust. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities in the prime, subprime and Alt-A first lien mortgage sectors and commercial mortgage-backed securities , including traditional and interest-only CMBS.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Performance Mutual Fund

Performance Trust financial ratios help investors to determine whether Performance Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Performance with respect to the benefits of owning Performance Trust security.
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