Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBAX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS A SHARES) | 7.47% | 18.01% | 11.37% | 6.39% | 7.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date 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 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 18.01 | 11.37 | 6.39 | 7.69 | NA | NA | … | … | 7.47 | 12.34 | 5.59 | 5.26 | 0.34 | 17.90 | -1.97 | 18.24 | -4.18 | 9.45 | 12.89 | -2.38 | 4.36 | 7.40 |
| Sharpe Ratio | NA | 1.95 | 0.83 | 0.33 | 0.45 | NA | NA | … | … | 1.96 | 0.72 | 0.23 | 0.16 | -0.06 | 1.86 | -0.08 | 1.59 | -0.48 | 1.79 | 1.14 | -0.18 | 0.51 | 4.93 |
| Standard Deviation(%) | NA | 8.95 | 10.62 | 12.19 | 13.57 | NA | NA | … | … | 9.64 | 13.16 | 8.57 | 9.94 | 17.64 | 9.61 | 27.18 | 10.55 | 11.69 | 4.94 | 11.14 | 13.19 | 8.45 | 7.08 |
| Draw Down(%) | NA | 7.33 | 12.70 | 16.80 | 29.03 | NA | NA | … | … | 7.33 | 12.70 | 5.26 | 10.28 | 16.80 | 5.69 | 28.95 | 7.00 | 14.92 | 2.27 | 7.56 | 12.72 | 5.99 | 1.42 |
| Yield(%) | 0.00 | 6.33 | 7.72 | 6.77 | 7.15 | 5.70 | 4.27 | … | … | 0.00 | 8.22 | 8.39 | 8.18 | 7.53 | 6.36 | 4.14 | 6.96 | 9.61 | 7.00 | 7.41 | 4.83 | 10.08 | 0.00 |
Data as of 06/03/2026, Common starting date 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 |
5.25%
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) |
13.33%
Mar 2020 – Mar 2023 |
11.42%
Oct 2020 – Oct 2025 |
8.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart