Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TBRG (TruBridge, Inc.) NA 5.42% 1.19% -4.95% -4.25% -4.81% -1.68%
Data as of 06/10/2026, Common starting date is 05/21/2002
More Performance Analytics Comparison
Name Start Date End Date
TBRG (TruBridge, Inc.) 05/21/2002 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.42 1.19 -4.95 -4.25 -4.81 -1.68
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 05/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TBRG (TruBridge, Inc.) -35.92%
Apr 2021 – Apr 2024
-23.62%
Apr 2019 – Apr 2024
-18.77%
Apr 2014 – Apr 2024
-9.45%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TBRG (TruBridge, Inc.) 54.15%
Jun 2008 – Jun 2011
23.18%
Jun 2008 – Jun 2013
14.28%
Feb 2004 – Feb 2014
4.19%
Jul 2003 – Jul 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return