Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROBCX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS C SHARES) | 3.13% | 8.68% | 6.25% | 1.23% | 1.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROBCX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS C SHARES) | 10/06/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.68 | 6.25 | 1.23 | 1.64 | NA | NA | … | … | 3.13 | 2.77 | 7.74 | 2.86 | -9.64 | 8.07 | -0.32 | 14.09 | -7.23 | 3.96 | -0.84 | 4.59 | 0.86 |
| Sharpe Ratio | NA | 1.17 | 0.54 | -0.18 | 0.01 | NA | NA | … | … | 0.93 | -0.02 | 0.71 | -0.11 | -1.30 | 2.06 | -0.02 | 3.07 | -2.07 | 0.88 | -0.14 | 0.82 | 0.66 |
| Standard Deviation(%) | NA | 4.93 | 6.44 | 6.78 | 9.34 | NA | NA | … | … | 6.37 | 6.82 | 5.77 | 7.46 | 8.52 | 3.92 | 23.13 | 4.11 | 4.18 | 3.78 | 7.48 | 5.58 | 5.54 |
| Draw Down(%) | NA | 4.87 | 10.45 | 19.00 | 27.48 | NA | NA | … | … | 4.87 | 8.44 | 4.70 | 12.73 | 16.66 | 3.90 | 27.48 | 2.84 | 8.26 | 3.31 | 10.55 | 6.88 | 2.09 |
| Yield(%) | 0.00 | 3.55 | 3.42 | 3.33 | 2.94 | 2.48 | 1.86 | … | … | 1.62 | 3.64 | 3.31 | 1.74 | 2.16 | 6.96 | 2.11 | 2.48 | 2.88 | 4.13 | 4.02 | 3.81 | 0.95 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ROBCX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS C SHARES) |
-2.85%
Apr 2017 – Apr 2020 |
-0.95%
Apr 2015 – Apr 2020 |
1.61%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBCX (ROBINSON TAX ADVANTAGED INCOME FUND CLASS C SHARES) |
7.12%
Dec 2018 – Dec 2021 |
4.45%
Apr 2020 – Apr 2025 |
2.68%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart