Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOBIX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS INSTITUTIONAL) | -0.33% | 4.69% | 4.79% | 0.39% | 2.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOBIX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS INSTITUTIONAL) | 04/16/2012 | 06/05/2026 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 4.69 | 4.79 | 0.39 | 2.33 | NA | NA | … | … | -0.33 | 8.27 | 2.59 | 6.61 | -13.80 | -1.39 | 10.30 | 10.61 | -1.60 | 3.86 | 5.48 | -0.46 | 4.61 | -0.25 | 3.58 |
| Sharpe Ratio | NA | 0.80 | 0.38 | -0.34 | 0.16 | NA | NA | … | … | -0.50 | 1.19 | -0.19 | 0.41 | -2.06 | -0.45 | 1.81 | 2.94 | -1.08 | 1.29 | 1.95 | -0.16 | 2.53 | -0.10 | 2.45 |
| Standard Deviation(%) | NA | 3.81 | 5.38 | 5.86 | 4.84 | NA | NA | … | … | 4.05 | 4.54 | 5.43 | 7.29 | 7.40 | 3.15 | 5.52 | 3.11 | 2.78 | 2.49 | 2.70 | 3.12 | 1.81 | 2.75 | 2.06 |
| Draw Down(%) | NA | 2.78 | 6.04 | 19.65 | 19.65 | NA | NA | … | … | 2.78 | 2.85 | 3.82 | 7.26 | 18.34 | 3.40 | 9.93 | 2.04 | 3.25 | 1.43 | 3.15 | 3.40 | 1.08 | 3.89 | 1.10 |
| Yield(%) | 0.00 | 4.02 | 4.12 | 3.15 | 3.14 | 3.01 | 2.26 | … | … | 1.45 | 4.33 | 4.05 | 4.03 | 2.93 | 2.19 | 3.11 | 3.15 | 3.00 | 2.66 | 3.06 | 3.21 | 3.30 | 3.75 | 3.28 |
Data as of 06/05/2026, Common starting date is 04/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOBIX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS INSTITUTIONAL) |
-5.02%
Oct 2020 – Oct 2023 |
-0.37%
Oct 2017 – Oct 2022 |
1.13%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOBIX (ACTIVE BOND FUND ACTIVE BOND FUND CLASS INSTITUTIONAL) |
6.98%
Oct 2022 – Oct 2025 |
5.63%
Dec 2015 – Dec 2020 |
2.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart