Covered Bridge Mutual Funds List
Here you can find all mutual funds issued by Covered Bridge and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.40%
- Avg. 1 Year Return
- 22.84%
- Avg. 5 Year Return
- 6.53%
- Median Risk/Return Score
- 83 / 100
Covered Bridge Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Covered Bridge Fund | Derivative Income | Sep 30, 2013 | 1.40% | 10.93% | 7.93% | 7.98% | 83 |
Explore top Covered Bridge Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Covered Bridge Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| The Covered Bridge Fund | 83 | — | Sep 2013 |
Best-Performing Covered Bridge Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| The Covered Bridge Fund | 6.53% | — | Sep 2013 |
Lowest-Cost Covered Bridge Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| The Covered Bridge Fund | 1.40% | — | Sep 2013 |
Highest-Yield Covered Bridge Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| The Covered Bridge Fund | 7.98% | — | Sep 2013 |
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