Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCBAX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS A SHARES) | 5.90% | 8.09% | 4.48% | 9.15% | 6.06% | NA | NA | 6.47% |
Data as of 07/25/2025, AR inception is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBAX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS A SHARES) | 10/04/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 8.09 | 4.48 | 9.15 | 6.06 | NA | NA | 6.47 | 5.90 | 5.58 | 0.32 | 0.34 | 17.90 | -1.97 | 18.24 | -4.18 | 9.45 | 12.89 | -2.38 | 4.36 | 7.40 |
| Sharpe Ratio | NA | 0.37 | 0.09 | 0.51 | 0.33 | NA | NA | 0.36 | 0.48 | 0.23 | -0.33 | -0.06 | 1.86 | -0.08 | 1.59 | -0.48 | 1.79 | 1.14 | -0.18 | 0.51 | 4.93 |
| Standard Deviation(%) | NA | 13.43 | 12.56 | 13.20 | 14.03 | NA | NA | 13.38 | 16.12 | 8.57 | 10.14 | 17.64 | 9.61 | 27.18 | 10.55 | 11.69 | 4.94 | 11.14 | 13.19 | 8.45 | 7.08 |
| Draw Down(%) | NA | 12.71 | 15.43 | 16.80 | 29.03 | NA | NA | 29.03 | 12.71 | 5.27 | 14.50 | 16.80 | 5.69 | 28.95 | 7.00 | 14.92 | 2.27 | 7.56 | 12.72 | 5.99 | 1.42 |
| Yield(%) | 0.00 | 6.53 | 5.75 | 6.91 | 6.47 | 5.04 | 3.78 | 6.87 | 1.84 | 8.39 | 3.61 | 7.53 | 6.36 | 4.14 | 6.96 | 9.61 | 7.00 | 7.41 | 4.83 | 10.08 | 0.00 |
Data as of 07/25/2025, AR inception is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBAX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS A SHARES) |
-1.25%
Sep 2017 - Sep 2020 |
1.88%
Mar 2015 - Mar 2020 |
4.74%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBAX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS A SHARES) |
12.66%
Mar 2020 - Mar 2023 |
9.28%
Mar 2020 - Mar 2025 |
5.81%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart