Performance Trust Municipal Fund Price on November 6, 2024
| PTRMX Fund | USD 23.16 0.06 0.26% |
Below is the normalized historical share price chart for Performance Trust Municipal extending back to October 01, 2012. 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 23.16, as last reported on the 28th of November, with the highest price reaching 23.16 and the lowest price hitting 23.16 during the day.
If you're considering investing in Performance Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Performance Mutual Fund to be very steady. Performance Trust maintains Sharpe Ratio (i.e., Efficiency) of 0.0265, which implies the entity had a 0.0265% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Performance Trust, which you can use to evaluate the volatility of the fund. Please check Performance Trust's Semi Deviation of 0.308, risk adjusted performance of (0.01), and Coefficient Of Variation of 27163.82 to confirm if the risk estimate we provide is consistent with the expected return of 0.008%.
Performance Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Performance |
Sharpe Ratio = 0.0265
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTRMX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Performance Trust is performing at about 2% of its full potential. 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 it to a well-diversified portfolio.
Performance Trust Valuation on November 6, 2024
It is possible to determine the worth of Performance Trust on a given historical date. On November 6, 2024 Performance was worth 22.67 at the beginning of the trading date compared to the closed value of 22.67. 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 | |
| 22.95 | 22.95 | 22.95 | 22.95 | 1.00 | |
11/06/2024 | 22.67 | 22.67 | 22.67 | 22.67 | 1.00 |
| 22.78 | 22.78 | 22.78 | 22.78 | 1.00 |
| Backtest Performance Trust | | | Performance Trust History | | | Performance Trust Valuation | Previous | Next |
Performance Trust Trading Date Momentum on November 6, 2024
| On November 07 2024 Performance Trust Municipal was traded for 22.78 at the closing time. The highest daily price throughout the period was 22.78 and the lowest price was 22.78 . There was no trading activity during the period 1.0. Lack of trading volume on 11/07/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.49% . The trading delta at closing time to current closing price is 1.06% . |
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 investment-grade quality municipal securities that pay interest that is exempt from regular federal income tax. It may invest up to 20 percent of its net assets in below investment-grade municipal securities as well as up to 20 percent of its net assets in securities that produce income subject to federal income tax. The fund may invest up to 20 percent of its net assets in other investment companies, including closed-end funds and ETFs.
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 | November 28, 2024
| High |
0.00 | 0.00 |
Performance Trust Municipal 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 November 28, 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 Municipal 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 | (0.01) | |||
| Jensen Alpha | 0.0013 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.34) | |||
| Treynor Ratio | 0.1048 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| 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.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Stocks Directory Find actively traded stocks across global markets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |