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) | 1.07% | 5.19% | 4.08% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, 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 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.19 | 4.08 | NA | NA | NA | NA | … | … | 1.07 | 4.37 | 3.36 | 4.62 | 1.79 |
| Sharpe Ratio | NA | 1.38 | 0.32 | NA | NA | NA | NA | … | … | 0.01 | 0.51 | -0.11 | 0.34 | 1.71 |
| Standard Deviation(%) | NA | 1.84 | 2.61 | NA | NA | NA | NA | … | … | 2.06 | 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 | 3.60 | 3.77 | 2.76 | 1.38 | 0.92 | 0.69 | … | … | 1.26 | 3.86 | 3.87 | 3.79 | 0.87 |
Data as of 06/11/2026, 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) |
4.24%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart