Performance Gaps

PT Inc. tracks over 400 No-load and Exchange Traded Funds in Morningstar’s US Large Company Sector. Every month the 20 funds with the highest combined PT Rank are compared to the 20 lowest ranked funds to show how big the Performance Gaps can be for funds within the Same Market Sector over the Same Time Period.

The comparisons shown below are as of June 3, 2024.

20 Highest 20 Lowest Highest vs Lowest
Annual Expenses: 0.19% 1.02% -0.83% Less Each Year
Dividend Yield: 1.20% 0.46% +0.74% More Each Year
1 Year Total Return: 34.25% 12.42% +21.83% More Last 12 Mo
3 Year Annualized Return: 11.06% -4.74% +15.80% More Each Year

Even though the performance of the lowest ranked funds has been worse and their expenses higher Millions are Currently Invested with these Expensive, Underperforming Managers. One of the advantages of fund investments is the ability to easily invest with the best managers available. Finding these managers is the first part of the PT Portfolios Investment Strategy, but the most important part of the process is the Ongoing Tracking to exchange any fund with Poor Relative Performance and High Expenses.