Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROBNX (ROBINSON TAX ADVANTAGED INCOME FUND INSTITUTIONAL CLASS SHARES) | 4.04% | 10.34% | 7.09% | 2.33% | 2.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROBNX (ROBINSON TAX ADVANTAGED INCOME FUND INSTITUTIONAL CLASS SHARES) | 10/06/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 10.34 | 7.09 | 2.33 | 2.70 | NA | NA | … | … | 4.04 | 3.84 | 8.90 | 3.80 | -8.69 | 9.15 | 0.68 | 15.13 | -6.19 | 4.99 | 0.10 | 5.59 | 1.02 |
| Sharpe Ratio | NA | 1.43 | 0.61 | -0.05 | 0.11 | NA | NA | … | … | 0.87 | 0.14 | 0.90 | 0.02 | -1.20 | 2.35 | 0.02 | 3.37 | -1.80 | 1.15 | -0.02 | 1.00 | 0.79 |
| Standard Deviation(%) | NA | 4.95 | 6.48 | 6.80 | 9.35 | NA | NA | … | … | 6.30 | 6.83 | 5.89 | 7.55 | 8.47 | 3.89 | 23.17 | 4.05 | 4.23 | 3.76 | 7.48 | 5.54 | 5.47 |
| Draw Down(%) | NA | 4.89 | 10.21 | 17.10 | 27.52 | NA | NA | … | … | 4.89 | 8.41 | 4.70 | 12.06 | 15.91 | 3.83 | 27.52 | 2.66 | 7.52 | 3.13 | 10.23 | 6.34 | 1.99 |
| Yield(%) | 0.00 | 4.53 | 4.38 | 4.18 | 3.78 | 3.18 | 2.38 | … | … | 2.05 | 4.53 | 4.28 | 2.72 | 3.09 | 8.02 | 3.04 | 3.58 | 3.83 | 5.12 | 4.97 | 4.75 | 1.20 |
Data as of 06/10/2026, Common starting date is 10/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBNX (ROBINSON TAX ADVANTAGED INCOME FUND INSTITUTIONAL CLASS SHARES) |
-1.91%
Apr 2017 – Apr 2020 |
0.03%
Apr 2015 – Apr 2020 |
2.63%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBNX (ROBINSON TAX ADVANTAGED INCOME FUND INSTITUTIONAL CLASS SHARES) |
8.16%
Dec 2018 – Dec 2021 |
5.50%
Apr 2020 – Apr 2025 |
3.70%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart