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Robinson Tax Advantaged Income A (ROBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.84+0.01 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.71%
5-year average return2.80%
Number of years up6
Number of years down3
Best 1-yr total return (17 June 2024)14.93%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return14.93%
Worst 3-yr total return-0.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnROBAXCategory
YTD4.11%2.30%
1-month1.71%0.50%
3-month1.15%2.43%
1-year10.39%6.88%
3-year-0.36%5.62%
5-year2.33%3.37%
10-year0.00%4.67%
Last bull market16.73%6.75%
Last bear market-5.33%6.47%

Annual total return (%) history

Year
ROBAXCategory
2024
N/AN/A
2023
3.67%N/A
2022
-9.02%N/A
2021
8.86%N/A
2020
0.44%5.36%
2019
14.93%8.37%
2018
-6.42%0.27%
2017
4.61%5.71%
2016
-0.05%0.00%
2015
5.34%3.07%
2014
N/A10.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.07%N/AN/AN/A
20230.88%-0.60%-6.82%10.95%
2022-7.03%-5.33%-2.31%5.82%
20214.47%4.29%-0.89%0.81%
2020-11.51%3.44%2.03%7.55%
20198.80%1.89%2.10%1.54%
2018-3.75%1.61%-0.95%-3.39%
20171.20%3.05%1.33%-1.01%
20162.80%4.71%-0.99%-6.22%
20151.32%-3.68%1.29%6.57%
20141.44%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month2
3-month1
1-year1
3-year3
5-year1

Load adjusted returns

1-year6.25%
3-year-1.62%
5-year1.55%
10-yearN/A