Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMTBX (Aspiriant Risk-Managed Taxable Bond Fund) | -0.23% | 4.86% | 5.39% | 1.31% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMTBX (Aspiriant Risk-Managed Taxable Bond Fund) | 04/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.86 | 5.39 | 1.31 | NA | NA | NA | … | … | -0.23 | 8.39 | 3.35 | 7.77 | -11.57 | -0.66 | 6.63 | 7.64 | 0.74 |
| Sharpe Ratio | NA | 0.76 | 0.54 | -0.25 | NA | NA | NA | … | … | -0.71 | 1.42 | -0.06 | 0.72 | -2.30 | -0.28 | 1.38 | 2.67 | -0.25 |
| Standard Deviation(%) | NA | 3.73 | 4.57 | 4.72 | NA | NA | NA | … | … | 4.35 | 3.88 | 4.46 | 5.74 | 5.67 | 2.47 | 4.59 | 2.31 | 1.95 |
| Draw Down(%) | NA | 3.52 | 4.54 | 16.26 | NA | NA | NA | … | … | 3.52 | 2.46 | 3.04 | 4.54 | 15.25 | 2.51 | 7.23 | 1.44 | 1.40 |
| Yield(%) | 0.00 | 3.39 | 4.83 | 4.03 | 3.25 | 2.16 | 1.62 | … | … | 0.00 | 4.53 | 5.79 | 5.29 | 3.80 | 4.15 | 5.45 | 3.52 | 2.22 |
Data as of 06/05/2026, Common starting date is 04/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMTBX (Aspiriant Risk-Managed Taxable Bond Fund) |
-3.60%
Oct 2020 – Oct 2023 |
0.46%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMTBX (Aspiriant Risk-Managed Taxable Bond Fund) |
7.38%
Oct 2022 – Oct 2025 |
1.87%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart