Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCBIX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS I SHARES) | 7.87% | 18.91% | 11.74% | 6.65% | 7.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCBIX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS I SHARES) | 10/04/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 18.91 | 11.74 | 6.65 | 7.93 | NA | NA | … | … | 7.87 | 12.62 | 5.68 | 5.72 | 0.49 | 18.21 | -1.71 | 18.47 | -3.93 | 9.69 | 13.30 | -2.14 | 4.53 | 7.50 |
| Sharpe Ratio | NA | 1.96 | 0.85 | 0.35 | 0.47 | NA | NA | … | … | 2.00 | 0.74 | 0.24 | 0.21 | -0.05 | 1.89 | -0.07 | 1.62 | -0.45 | 1.84 | 1.18 | -0.16 | 0.53 | 4.96 |
| Standard Deviation(%) | NA | 8.98 | 10.66 | 12.20 | 13.58 | NA | NA | … | … | 9.52 | 13.25 | 8.69 | 9.96 | 17.56 | 9.63 | 27.19 | 10.50 | 11.73 | 4.94 | 11.10 | 13.24 | 8.46 | 7.15 |
| Draw Down(%) | NA | 7.40 | 12.73 | 16.71 | 28.94 | NA | NA | … | … | 7.40 | 12.73 | 5.23 | 10.05 | 16.71 | 5.61 | 28.87 | 6.93 | 14.95 | 2.27 | 7.46 | 12.73 | 5.96 | 1.42 |
| Yield(%) | 0.00 | 6.61 | 8.03 | 7.01 | 7.39 | 5.92 | 4.44 | … | … | 0.00 | 8.55 | 8.73 | 8.52 | 7.81 | 6.72 | 4.38 | 7.24 | 9.91 | 7.43 | 7.78 | 5.26 | 10.25 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| TCBIX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS I SHARES) |
-0.97%
Sep 2017 – Sep 2020 |
2.15%
Mar 2015 – Mar 2020 |
5.52%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCBIX (THE COVERED BRIDGE FUND THE COVERED BRIDGE FUND CLASS I SHARES) |
13.57%
Mar 2020 – Mar 2023 |
11.70%
Oct 2020 – Oct 2025 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart