Liberty Street Mutual Funds List
Here you can find all mutual funds issued by Liberty Street and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 2.23%
- Avg. 1 Year Return
- 7.17%
- Avg. 5 Year Return
- 3.70%
- Median Risk/Return Score
- 26 / 100
Liberty Street Mutual Funds List
3 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robinson Opportunistic Income Fund | High Yield Bonds | Dec 31, 2015 | 3.92% | -0.31% | 5.43% | 7.34% | 13 | ||||||||
| West Loop Realty Fund | REIT | Dec 31, 2013 | 1.43% | — | — | 0.00% | — | ||||||||
| Robinson Tax Advantaged Income Fund | Municipal Bonds | Sep 29, 2014 | 1.33% | 3.45% | 2.49% | 4.30% | 40 |
Explore top Liberty Street 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 Liberty Street Mutual funds by Risk/Return Score
The top Liberty Street Mutual funds by PortfoliosLab Risk/Return Score are ROBNX (40) and RBNNX (13).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | 40 | — | Sep 2014 | |
| Robinson Opportunistic Income Fund | 13 | — | Dec 2015 |
Best-Performing Liberty Street Mutual funds Over 5 Years
The top Liberty Street Mutual funds is RBNNX (5.52%).
Across the lineup, Liberty Street Mutual funds show an average 1-year return of 7.17% and an average 5-year return of 3.70%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Robinson Opportunistic Income Fund | 5.52% | — | Dec 2015 | |
| Robinson Tax Advantaged Income Fund | 1.89% | — | Sep 2014 |
Lowest-Cost Liberty Street Mutual funds
The top Liberty Street Mutual funds is ROBNX (1.33%).
With an average expense ratio of 2.23%, Liberty Street Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | 1.33% | — | Sep 2014 | |
| West Loop Realty Fund | 1.43% | — | Dec 2013 | |
| Robinson Opportunistic Income Fund | 3.92% | — | Dec 2015 |
Highest-Yield Liberty Street Mutual funds
The top Liberty Street Mutual funds is RBNNX (7.34%).
Across the lineup, Liberty Street Mutual funds show an average dividend yield of 3.88%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Robinson Opportunistic Income Fund | 7.34% | — | Dec 2015 | |
| Robinson Tax Advantaged Income Fund | 4.30% | — | Sep 2014 | |
| West Loop Realty Fund | 0.00% | — | Dec 2013 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.