TCBIX vs. ENHNX
Compare and contrast key facts about The Covered Bridge Fund (TCBIX) and Cullen Enhanced Equity Income Fund (ENHNX).
TCBIX is managed by Covered Bridge. It was launched on Sep 30, 2013. ENHNX is managed by Cullen Funds Trust. It was launched on Dec 14, 2015.
Performance
TCBIX vs. ENHNX - Performance Comparison
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TCBIX vs. ENHNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCBIX The Covered Bridge Fund | 2.42% | 12.61% | 4.09% | 4.09% | 0.05% | 18.21% | -1.71% | 18.73% | -3.93% | 9.66% |
ENHNX Cullen Enhanced Equity Income Fund | 4.27% | 6.20% | 6.89% | 0.99% | -1.98% | 21.67% | 1.52% | 18.16% | -5.10% | 10.69% |
Returns By Period
In the year-to-date period, TCBIX achieves a 2.42% return, which is significantly lower than ENHNX's 4.27% return. Both investments have delivered pretty close results over the past 10 years, with TCBIX having a 7.10% annualized return and ENHNX not far behind at 7.03%.
TCBIX
- 1D
- 1.57%
- 1M
- -2.75%
- YTD
- 2.42%
- 6M
- 4.55%
- 1Y
- 13.68%
- 3Y*
- 7.50%
- 5Y*
- 5.73%
- 10Y*
- 7.10%
ENHNX
- 1D
- 1.04%
- 1M
- -4.09%
- YTD
- 4.27%
- 6M
- 6.26%
- 1Y
- 6.48%
- 3Y*
- 6.36%
- 5Y*
- 4.88%
- 10Y*
- 7.03%
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TCBIX vs. ENHNX - Expense Ratio Comparison
TCBIX has a 1.40% expense ratio, which is higher than ENHNX's 0.75% expense ratio.
Return for Risk
TCBIX vs. ENHNX — Risk / Return Rank
TCBIX
ENHNX
TCBIX vs. ENHNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Covered Bridge Fund (TCBIX) and Cullen Enhanced Equity Income Fund (ENHNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TCBIX | ENHNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.45 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.70 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.10 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.65 | +0.72 |
Martin ratioReturn relative to average drawdown | 6.28 | 2.15 | +4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TCBIX | ENHNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.45 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.38 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.46 | +0.05 |
Correlation
The correlation between TCBIX and ENHNX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TCBIX vs. ENHNX - Dividend Comparison
TCBIX's dividend yield for the trailing twelve months is around 8.65%, more than ENHNX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCBIX The Covered Bridge Fund | 8.65% | 8.24% | 7.47% | 7.34% | 8.09% | 6.00% | 4.70% | 6.77% | 11.55% | 7.32% | 7.32% | 5.36% |
ENHNX Cullen Enhanced Equity Income Fund | 5.90% | 4.38% | 5.99% | 6.22% | 3.82% | 7.77% | 5.86% | 5.69% | 6.45% | 6.82% | 7.67% | 0.00% |
Drawdowns
TCBIX vs. ENHNX - Drawdown Comparison
The maximum TCBIX drawdown since its inception was -28.94%, smaller than the maximum ENHNX drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for TCBIX and ENHNX.
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Drawdown Indicators
| TCBIX | ENHNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.94% | -35.59% | +6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -10.98% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.07% | -18.30% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -28.94% | -35.59% | +6.65% |
Current DrawdownCurrent decline from peak | -3.77% | -4.18% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -4.10% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.44% | -1.20% |
Volatility
TCBIX vs. ENHNX - Volatility Comparison
The current volatility for The Covered Bridge Fund (TCBIX) is 2.75%, while Cullen Enhanced Equity Income Fund (ENHNX) has a volatility of 3.30%. This indicates that TCBIX experiences smaller price fluctuations and is considered to be less risky than ENHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCBIX | ENHNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 3.30% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 7.40% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.12% | 13.95% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.12% | 12.84% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.55% | 15.48% | -1.93% |