Robinson Tax Advantaged Income Fund (ROBNX) Alternatives
Robinson Tax Advantaged Income Fund (ROBNX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ROBNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ROBNX
ROBNX charges 1.33% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among ROBNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | ROBNX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | ROBNX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | ROBNX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | ROBNX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | ROBNX vs FMBIX |
Best Risk-Adjusted Alternatives to ROBNX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | ROBNX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | ROBNX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | ROBNX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | ROBNX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | ROBNX vs USMTX |
Top Performing ROBNX Alternatives (YTD)
ROBNX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | ROBNX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | ROBNX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | ROBNX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | ROBNX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | ROBNX vs NQP |
Lowest Volatility Alternatives to ROBNX
ROBNX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | ROBNX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | ROBNX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | ROBNX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | ROBNX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | ROBNX vs BATVX |
Lowest Drawdown Alternatives to ROBNX
ROBNX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | ROBNX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | ROBNX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | ROBNX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | ROBNX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | ROBNX vs FHMIX |
Other Mutual Funds from Liberty Street
Most popular Liberty Street mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Braddock Multi-Strategy Income Fund | Multisector Bonds | — | — | Jul 30, 2009 | ROBNX vs BDKNX | |
| West Loop Realty Fund | REIT | — | — | Dec 31, 2013 | ROBNX vs REIIX | |
| Robinson Opportunistic Income Fund | High Yield Bonds | 10 | -3.20% | Dec 31, 2015 | ROBNX vs RBNNX |
Often Compared With ROBNX
What investors most often compare with ROBNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| QuinStreet, Inc. | 14 | -16.42% | — | ROBNX vs QNST | ||
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | ROBNX vs QQQ | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ROBNX vs VOO | |
| Direxion Daily PLTR Bull 2X Shares | Leveraged Equities, Leveraged | 55 | -39.10% | Dec 10, 2024 | ROBNX vs PLTU | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | ROBNX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | ROBNX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | ROBNX vs DCARX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 28 | -0.72% | Jun 24, 2012 | ROBNX vs FXIEX | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 27 | 0.14% | Oct 28, 2022 | ROBNX vs BMN | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | ROBNX vs FMNDX |
Compare ROBNX with Any Fund or Stock
Compare ROBNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.