Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROBAX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS A SHARES) | 3.22% | 8.94% | 6.98% | 1.92% | 2.39% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROBAX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS A SHARES) | 10/06/2014 | 06/03/2026 |
| 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.94 | 6.98 | 1.92 | 2.39 | NA | NA | … | … | 3.22 | 3.61 | 8.51 | 3.66 | -8.92 | 8.76 | 0.46 | 14.96 | -6.43 | 4.62 | -0.05 | 5.34 | 0.94 |
| Sharpe Ratio | NA | 1.35 | 0.66 | -0.06 | 0.09 | NA | NA | … | … | 1.07 | 0.11 | 0.85 | 0.00 | -1.02 | 2.24 | 0.01 | 3.31 | -1.87 | 1.04 | -0.04 | 0.94 | 0.69 |
| Standard Deviation(%) | NA | 4.93 | 6.43 | 7.22 | 9.49 | NA | NA | … | … | 6.33 | 6.78 | 5.76 | 7.55 | 10.17 | 3.90 | 23.09 | 4.07 | 4.18 | 3.81 | 7.49 | 5.64 | 5.79 |
| Draw Down(%) | NA | 4.80 | 10.27 | 17.58 | 27.43 | NA | NA | … | … | 4.80 | 8.33 | 4.70 | 12.21 | 16.18 | 3.85 | 27.43 | 2.78 | 7.63 | 3.15 | 10.28 | 6.48 | 2.09 |
| Yield(%) | 0.00 | 4.27 | 4.18 | 3.97 | 3.58 | 3.00 | 2.25 | … | … | 1.93 | 4.31 | 4.04 | 2.48 | 2.86 | 7.75 | 2.83 | 3.30 | 3.58 | 4.87 | 4.72 | 4.52 | 1.12 |
Data as of 06/03/2026, Common starting date is 10/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBAX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS A SHARES) |
-2.15%
Apr 2017 – Apr 2020 |
-0.22%
Apr 2015 – Apr 2020 |
2.38%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBAX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS A SHARES) |
7.89%
Dec 2018 – Dec 2021 |
5.24%
Apr 2020 – Apr 2025 |
3.45%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart