Performance Trust Strategic Fund Manager Performance Evaluation
| PTCOX Fund | USD 20.07 0.04 0.20% |
The fund holds a Beta of 0.0627, which implies not very significant fluctuations relative to the market. As returns on the market increase, Performance Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Performance Trust is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Performance Trust Strategic are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Performance Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 1.7500 |
Performance |
Performance Trust Relative Risk vs. Return Landscape
If you would invest 1,978 in Performance Trust Strategic on November 16, 2025 and sell it today you would earn a total of 29.00 from holding Performance Trust Strategic or generate 1.47% return on investment over 90 days. Performance Trust Strategic is currently producing 0.024% returns and takes up 0.1935% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Performance, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Performance Trust Current Valuation
Fairly Valued
Today
Please note that Performance Trust's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Performance Trust holds a recent Real Value of $20.03 per share. The prevailing price of the fund is $20.07. We determine the value of Performance Trust from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Performance Trust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Performance Mutual Fund. However, Performance Trust's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.07 | Real 20.03 | Hype 20.07 |
The intrinsic value of Performance Trust's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Performance Trust's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Performance Trust Strategic helps investors to forecast how Performance mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Performance Trust more accurately as focusing exclusively on Performance Trust's fundamentals will not take into account other important factors: Performance Trust Target Price Odds to finish over Current Price
The tendency of Performance Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.07 | 90 days | 20.07 | near 1 |
Based on a normal probability distribution, the odds of Performance Trust to move above the current price in 90 days from now is near 1 (This Performance Trust Strategic probability density function shows the probability of Performance Mutual Fund to fall within a particular range of prices over 90 days) .
Performance Trust Price Density |
| Price |
Predictive Modules for Performance Trust
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Performance Trust. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Performance Trust Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Performance Trust is not an exception. The market had few large corrections towards the Performance Trust's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Performance Trust Strategic, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Performance Trust within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.27 |
Performance Trust Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Performance Trust for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Performance Trust can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
Performance Trust Fundamentals Growth
Performance Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Performance Trust, and Performance Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Performance Mutual Fund performance.
| Total Asset | 58.58 M | ||||
About Performance Trust Performance
Evaluating Performance Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Performance Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Performance Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in bonds or other fixed-income instruments. The funds investments in fixed-income instruments may consist of, but are not limited to, securities or other income producing instruments as follows securities issued or guaranteed by the U.S. government, its agencies or sponsored corporations, corporate obligations.Things to note about Performance Trust performance evaluation
Checking the ongoing alerts about Performance Trust for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Performance Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Performance Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Performance Trust's stock is overvalued or undervalued compared to its peers.
- Examining Performance Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Performance Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Performance Trust's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Performance Trust's mutual fund. These opinions can provide insight into Performance Trust's potential for growth and whether the stock is currently undervalued or overvalued.
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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