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Covered Bridge A (TCBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.73-0.03 (-0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.67%
5-Year Average Return5.83%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)19.78%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return19.78%
Worst 3-Yr Total Return3.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTCBAXCategory
YTD2.09%11.36%
1-Month1.34%1.08%
3-Month1.76%5.12%
1-Year12.26%28.59%
3-Year3.07%9.08%
5-Year7.36%8.21%
10-Year5.66%7.85%
Last Bull Market15.05%22.28%
Last Bear Market-8.81%-18.84%

Annual Total Return (%) History

Year
TCBAXCategory
2024
N/AN/A
2023
5.24%N/A
2022
0.40%N/A
2021
19.78%N/A
2020
-2.02%4.24%
2019
18.22%18.81%
2018
-4.18%-5.81%
2017
9.45%13.46%
2016
12.90%7.25%
2015
-2.21%-0.37%
2014
4.15%8.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.46%N/AN/AN/A
20230.51%-0.75%-2.39%8.08%
20224.06%-8.81%-6.97%13.74%
202112.94%3.24%-1.85%4.66%
2020-19.94%4.67%-1.59%18.81%
20198.41%2.55%1.64%4.63%
2018-0.79%1.93%4.37%-9.21%
20172.65%0.28%3.21%3.02%
20163.16%1.21%3.76%4.21%
2015-0.10%0.07%-6.69%4.84%
20140.91%4.14%-0.46%-0.43%

Rank In Category (By Total Return)

YTD92
1-Month78
3-Month66
1-Year65
3-Year85
5-Year67

Load Adjusted Returns

1-Year6.36%
3-Year1.24%
5-Year6.21%
10-Year5.09%