Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCNBX (Ambrus Tax Conscious National Bond Fund) | 1.40% | 5.31% | 4.19% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCNBX (Ambrus Tax Conscious National Bond Fund) | 10/03/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.31 | 4.19 | NA | NA | NA | NA | … | … | 1.40 | 4.37 | 3.36 | 4.62 | 1.79 |
| Sharpe Ratio | NA | 1.43 | 0.36 | NA | NA | NA | NA | … | … | 0.30 | 0.51 | -0.11 | 0.34 | 1.71 |
| Standard Deviation(%) | NA | 1.86 | 2.62 | NA | NA | NA | NA | … | … | 2.11 | 2.94 | 2.31 | 2.81 | 2.68 |
| Draw Down(%) | NA | 1.67 | 3.14 | NA | NA | NA | NA | … | … | 1.67 | 3.02 | 1.37 | 3.81 | 1.30 |
| Yield(%) | 0.00 | 3.91 | 3.88 | 2.83 | 1.41 | 0.94 | 0.71 | … | … | 1.58 | 3.86 | 3.87 | 3.79 | 0.87 |
Data as of 06/12/2026, Common starting date is 10/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCNBX (Ambrus Tax Conscious National Bond Fund) |
3.42%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCNBX (Ambrus Tax Conscious National Bond Fund) |
4.26%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart