Nasdaq - Delayed Quote USD

Trust for Professional Managers - PMC Diversified Equity Fund (PMDQX)

10.62
+0.00
+(0.05%)
At close: May 31 at 8:00:44 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.45%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 31, 2024) 20.80%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 20.80%
Worst 3Y Total Return 3.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMDQX
Category
YTD
4.31%
12.08%
1-Month
-4.43%
0.64%
3-Month
3.79%
6.49%
1-Year
17.01%
38.01%
3-Year
4.36%
12.74%
5-Year
8.55%
12.82%
10-Year
7.10%
9.05%
Last Bull Market
25.85%
18.82%
Last Bear Market
-14.90%
-20.53%

Annual Total Return (%) History

Year
PMDQX
Category
2024
--
--
2023
19.73%
--
2022
-16.08%
--
2021
20.80%
--
2020
10.93%
12.96%
2019
--
25.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.14% -- -- --
2023 6.10% 5.42% -3.46% 10.88%
2022 -5.79% -14.90% -6.30% 11.70%
2021 8.29% 5.28% -0.90% 6.93%
2020 -24.36% 18.99% 6.91% 15.29%
2019 8.22% -- -- --

Rank in Category (By Total Return)

YTD 37
1-Month 89
3-Month 46
1-Year 34
3-Year 38
5-Year 47

Load Adjusted Returns

1-Year 17.01%
3-Year 4.36%
5-Year 8.55%
10-Year 7.10%

Performance & Risk

YTD Return 6.45%
5y Average Return 0.00%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family PMC Funds
Net Assets 115.98M
YTD Return 4.31%
Yield 2.90%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and non-U.S. companies with varying market capitalizations. It may invest up to 50% of its net assets in foreign securities, including American Depositary Receipts ("ADRs"), European Depositary Receipts ("EDRs") and Global Depositary Receipts ("GDRs"). The fund may invest up to 10% of its net assets in the equity securities of companies located in countries considered to have emerging market economies.

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