Performance Trust Strategic Fund Technical Analysis
| PTAOX Fund | USD 19.98 0.02 0.10% |
As of the 29th of January, Performance Trust holds the Coefficient Of Variation of (7,230), risk adjusted performance of (0.04), and Variance of 0.0417. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Performance Trust, as well as the relationship between them.
Performance Trust Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Performance, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to PerformancePerformance |
Performance Trust 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Performance Trust's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Performance Trust.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Performance Trust on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Performance Trust Strategic or generate 0.0% return on investment in Performance Trust over 90 days. Performance Trust is related to or competes with Virtus Convertible, Columbia Convertible, Fidelity Sai, Calamos Dynamic, Putnam Convertible, and Gabelli Convertible. Under normal circumstances, the fund will invest at least 80 percent of its net assets in bonds or other fixed-income in... More
Performance Trust Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Performance Trust's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Performance Trust Strategic upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.38) | |||
| Maximum Drawdown | 0.9042 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.2521 |
Performance Trust Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Performance Trust's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Performance Trust's standard deviation. In reality, there are many statistical measures that can use Performance Trust historical prices to predict the future Performance Trust's volatility.| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.22) |
Performance Trust January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.21) | |||
| Mean Deviation | 0.1635 | |||
| Coefficient Of Variation | (7,230) | |||
| Standard Deviation | 0.2042 | |||
| Variance | 0.0417 | |||
| Information Ratio | (0.38) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.22) | |||
| Maximum Drawdown | 0.9042 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.2521 | |||
| Skewness | (0.51) | |||
| Kurtosis | (0.29) |
Performance Trust Backtested Returns
At this stage we consider Performance Mutual Fund to be very steady. Performance Trust maintains Sharpe Ratio (i.e., Efficiency) of 0.0465, which implies the entity had a 0.0465 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Performance Trust, which you can use to evaluate the volatility of the fund. Please check Performance Trust's Risk Adjusted Performance of (0.04), variance of 0.0417, and Coefficient Of Variation of (7,230) to confirm if the risk estimate we provide is consistent with the expected return of 0.0094%. The fund holds a Beta of 0.0591, 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.
Auto-correlation | 0.28 |
Poor predictability
Performance Trust Strategic has poor predictability. Overlapping area represents the amount of predictability between Performance Trust time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Performance Trust price movement. The serial correlation of 0.28 indicates that nearly 28.0% of current Performance Trust price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.28 | |
| Spearman Rank Test | 0.13 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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.
Performance Trust Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Normalized Average True Range is used to analyze tradable apportunities for Performance Trust across different markets.
About Performance Trust Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Performance Trust Strategic on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Performance Trust Strategic based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Performance Trust price pattern first instead of the macroeconomic environment surrounding Performance Trust. By analyzing Performance Trust's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Performance Trust's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Performance Trust specific price patterns or momentum indicators. Please read more on our technical analysis page.
Performance Trust January 29, 2026 Technical Indicators
Most technical analysis of Performance help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Performance from various momentum indicators to cycle indicators. When you analyze Performance charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.21) | |||
| Mean Deviation | 0.1635 | |||
| Coefficient Of Variation | (7,230) | |||
| Standard Deviation | 0.2042 | |||
| Variance | 0.0417 | |||
| Information Ratio | (0.38) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.22) | |||
| Maximum Drawdown | 0.9042 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.2521 | |||
| Skewness | (0.51) | |||
| Kurtosis | (0.29) |
Performance Trust January 29, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Performance stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 19.98 | ||
| Day Typical Price | 19.98 | ||
| Price Action Indicator | (0.01) |
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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