Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBNAX (ROBINSON OPPORTUNISTIC INCOME FUND CLASS A SHARES) | -1.67% | 3.41% | 9.76% | 5.61% | 5.18% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBNAX (ROBINSON OPPORTUNISTIC INCOME FUND CLASS A SHARES) | 01/04/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 3.41 | 9.76 | 5.61 | 5.18 | NA | NA | … | … | -1.67 | 7.18 | 15.29 | 12.17 | -7.52 | 12.09 | -6.89 | 15.83 | -5.50 | 5.67 | 17.86 |
| Sharpe Ratio | NA | 0.14 | 0.98 | 0.45 | 0.33 | NA | NA | … | … | -0.88 | 0.52 | 2.23 | 1.62 | -1.59 | 1.53 | -0.24 | 3.87 | -1.46 | 1.18 | 2.22 |
| Standard Deviation(%) | NA | 5.57 | 6.66 | 6.84 | 10.82 | NA | NA | … | … | 7.25 | 8.38 | 5.24 | 5.29 | 5.63 | 7.91 | 29.10 | 3.71 | 4.72 | 4.27 | 7.98 |
| Draw Down(%) | NA | 5.13 | 10.07 | 13.77 | 35.27 | NA | NA | … | … | 5.13 | 10.07 | 3.41 | 5.16 | 10.73 | 5.59 | 35.27 | 1.56 | 8.82 | 3.69 | 8.71 |
| Yield(%) | 0.00 | 6.92 | 6.08 | 4.45 | 5.19 | 3.84 | 2.88 | … | … | 2.72 | 6.61 | 4.53 | 3.67 | 2.07 | 3.69 | 5.73 | 6.18 | 8.24 | 5.69 | 7.78 |
Data as of 06/05/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBNAX (ROBINSON OPPORTUNISTIC INCOME FUND CLASS A SHARES) |
-4.68%
Apr 2017 – Apr 2020 |
0.50%
Sep 2017 – Sep 2022 |
5.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBNAX (ROBINSON OPPORTUNISTIC INCOME FUND CLASS A SHARES) |
12.23%
Sep 2022 – Sep 2025 |
10.35%
Mar 2020 – Mar 2025 |
6.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart