CrossingBridge Responsible Credit Fund (CBRDX)

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The chart shows the growth of an initial investment of $10,000 in CrossingBridge Responsible Credit Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

CrossingBridge Responsible Credit Fund (CBRDX) has returned 0.44% so far this year and 4.35% over the past 12 months.

Based on dividend-adjusted daily data since Jun 30, 2021, CBRDX's average daily return is +0.02%, while the average monthly return is +0.40%. At this rate, your investment would double in approximately 14.5 years.

Historically, 79% of months were positive and 21% were negative. The best month was Jul 2022 with a return of +2.2%, while the worst month was Jun 2022 at -1.9%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CBRDX closed higher 37% of trading days. The best single day was Jul 25, 2022 with a return of +1.2%, while the worst single day was Jun 25, 2024 at -0.7%.

CrossingBridge Responsible Credit Fund has an annualized alpha of 4.52%, beta of 0.04, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since July 01, 2021.

• This fund captured 13.96% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -1.41%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.04 may look defensive, but with R² of 0.11 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.11 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CBRDX has an expense ratio of 0.89%, placing it in the medium range.

CBRDX ranks 80 for risk / return — in the top 80% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for CrossingBridge Responsible Credit Fund (CBRDX) and compare them to a chosen benchmark (S&P 500 Index).

CrossingBridge Responsible Credit Fund provided a 6.79% dividend yield over the last twelve months, with an annual payout of $0.61 per share.

The table displays the monthly dividend distributions for CrossingBridge Responsible Credit Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the CrossingBridge Responsible Credit Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CrossingBridge Responsible Credit Fund was 2.46%, occurring on Apr 10, 2025. Recovery took 49 trading sessions.

The current CrossingBridge Responsible Credit Fund drawdown is 0.77%.

The chart below shows the rolling one-month volatility.