Performance Trust Strategic Fund Price on December 3, 2024
| PTCOX Fund | USD 19.86 0.07 0.35% |
Below is the normalized historical share price chart for Performance Trust Strategic extending back to January 02, 2019. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Performance Trust stands at 19.86, as last reported on the 11th of December 2024, with the highest price reaching 19.86 and the lowest price hitting 19.86 during the day.
If you're considering investing in Performance Mutual Fund, it is important to understand the factors that can impact its price. Performance Trust maintains Sharpe Ratio (i.e., Efficiency) of -0.0603, which implies the entity had a -0.0603% return per unit of risk over the last 3 months. Performance Trust exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Performance Trust's Coefficient Of Variation of (1,970), risk adjusted performance of (0.05), and Variance of 0.0924 to confirm the risk estimate we provide.
Performance Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Performance |
Sharpe Ratio = -0.0603
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTCOX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Performance Trust is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Performance Trust by adding Performance Trust to a well-diversified portfolio.
Performance Trust Valuation on December 3, 2024
It is possible to determine the worth of Performance Trust on a given historical date. On December 3, 2024 Performance was worth 19.9 at the beginning of the trading date compared to the closed value of 19.9. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Performance Trust mutual fund. Still, in general, we apply an absolute valuation method to find Performance Trust's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Performance Trust where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Performance Trust's related companies.
| Open | High | Low | Close | Volume | |
| 19.93 | 19.93 | 19.93 | 19.93 | 1.00 | |
12/03/2024 | 19.90 | 19.90 | 19.90 | 19.90 | 1.00 |
| 19.96 | 19.96 | 19.96 | 19.96 | 1.00 |
| Backtest Performance Trust | | | Performance Trust History | | | Performance Trust Valuation | Previous | Next |
Performance Trust Trading Date Momentum on December 3, 2024
| On December 04 2024 Performance Trust Strategic was traded for 19.96 at the closing time. The highest daily price throughout the period was 19.96 and the lowest price was 19.96 . There was no trading activity during the period 1.0. Lack of trading volume on 12/04/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.30% . The trading delta at closing time to current closing price is 0.20% . |
Performance Trust Fundamentals Correlations and Trends
By evaluating Performance Trust's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Performance Trust's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Performance financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Performance Trust Mutual Fund history
Performance Trust investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Performance is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Performance Trust will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Performance Trust stock prices may prove useful in developing a viable investing in Performance Trust
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.
Performance Trust Mutual Fund Technical Analysis
Performance Trust technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Performance Trust Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Performance Trust Strategic cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Performance Trust December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Performance Trust mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Performance Trust shares will generate the highest return on investment. By undertsting and applying Performance Trust mutual fund market strength indicators, traders can identify Performance Trust Strategic entry and exit signals to maximize returns
Performance Trust Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Performance Trust's price direction in advance. Along with the technical and fundamental analysis of Performance Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Performance to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | 0.5968 |
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| Volatility Indicators | ||
| Volume Indicators |
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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