Financial Services

Performance Trust Total Return Bond Fund-Institutional Class(PTIAX)

Fund

Live Price

Offline

$19.76

+0.20% today

1Y Change

+0.15%

Window

Jun 23, 2025 → Jun 8, 2026

Market Cap: $10.29B
Dividend Yield: 0.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 241 bars · Jun 23, 2025 → Jun 8, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) is a fund with a market cap of $10.29B and listed on NASDAQ. The fund last traded around $19.76 and up 0.2% across the available one-year price window (Jun 23, 2025 → Jun 8, 2026). Stock Foundry combines PTIAX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PTIAX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

PTIAX Max Drawdown

-4.20%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for PTIAX and SPY.

Calendar-year return history is still loading or unavailable.

Latest News

No news articles available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.

Explore the advanced chart guide Read how to compare stocks