Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMMBX (ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND) | 1.08% | 5.99% | 3.69% | 1.08% | 2.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMMBX (ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND) | 02/08/2016 | 06/04/2026 |
| 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 (%) | 0.32 | 5.99 | 3.69 | 1.08 | 2.16 | NA | NA | … | … | 1.08 | 3.33 | 2.92 | 6.14 | -8.40 | 3.24 | 4.94 | 7.68 | -1.22 | 5.20 | -0.80 |
| Sharpe Ratio | NA | 1.19 | 0.17 | -0.44 | 0.13 | NA | NA | … | … | -0.23 | 0.10 | -0.26 | 0.74 | -2.65 | 2.33 | 0.63 | 4.25 | -0.57 | 5.11 | -0.57 |
| Standard Deviation(%) | NA | 2.42 | 3.54 | 3.34 | 3.69 | NA | NA | … | … | 2.89 | 4.33 | 2.74 | 3.38 | 3.72 | 1.38 | 7.37 | 1.46 | 3.86 | 1.38 | 1.93 |
| Draw Down(%) | NA | 2.86 | 5.11 | 12.54 | 12.54 | NA | NA | … | … | 2.86 | 4.74 | 1.99 | 5.16 | 12.35 | 1.69 | 10.48 | 1.15 | 3.03 | 0.50 | 4.54 |
| Yield(%) | 0.00 | 2.93 | 3.40 | 3.22 | 2.95 | 2.03 | 1.52 | … | … | 0.00 | 3.77 | 3.63 | 3.72 | 3.31 | 3.97 | 3.48 | 3.59 | 1.73 | 1.42 | 2.87 |
Data as of 06/04/2026, Common starting date is 02/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMMBX (ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND) |
-1.63%
Oct 2020 – Oct 2023 |
0.68%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMMBX (ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND ASPIRIANT RISK-MANAGED MUNICIPAL BOND FUND) |
5.59%
Jan 2018 – Jan 2021 |
2.56%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart