TCBIX vs. VSMPX

In the year-to-date period, TCBIX achieves a 1.46% return, which is significantly higher than VSMPX's 0.54% return. Over the past 10 years, TCBIX has underperformed VSMPX with an annualized return of 6.12%, while VSMPX has yielded a comparatively higher 12.14% annualized return.

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TCBIX has a 1.40% expense ratio, which is higher than VSMPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for The Covered Bridge Fund (TCBIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.

The current TCBIX Sharpe Ratio is 0.52, which is comparable to the VSMPX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of TCBIX and VSMPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TCBIX's dividend yield for the trailing twelve months is around 9.09%, more than VSMPX's 1.29% yield.

The maximum TCBIX drawdown since its inception was -28.94%, smaller than the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for TCBIX and VSMPX.

The current volatility for The Covered Bridge Fund (TCBIX) is 3.85%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 4.96%. This indicates that TCBIX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.