BCAAX vs. BWDTX
Compare and contrast key facts about BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX).
BCAAX is managed by Franklin Templeton Investments. It was launched on Sep 29, 2002. BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCAAX or BWDTX.
Correlation
The correlation between BCAAX and BWDTX is -0.32. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BCAAX vs. BWDTX - Performance Comparison
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Key characteristics
BCAAX:
3.21%
BWDTX:
0.80%
BCAAX:
-36.67%
BWDTX:
0.00%
BCAAX:
-1.82%
BWDTX:
0.00%
Returns By Period
BCAAX
-0.25%
1.72%
0.63%
5.95%
4.72%
1.60%
BWDTX
N/A
N/A
N/A
N/A
N/A
N/A
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BCAAX vs. BWDTX - Expense Ratio Comparison
BCAAX has a 0.86% expense ratio, which is higher than BWDTX's 0.40% expense ratio.
Risk-Adjusted Performance
BCAAX vs. BWDTX — Risk-Adjusted Performance Rank
BCAAX
BWDTX
BCAAX vs. BWDTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX). 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.
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Dividends
BCAAX vs. BWDTX - Dividend Comparison
BCAAX's dividend yield for the trailing twelve months is around 6.95%, more than BWDTX's 5.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.95% | 6.85% | 6.24% | 5.45% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BCAAX vs. BWDTX - Drawdown Comparison
The maximum BCAAX drawdown since its inception was -36.67%, which is greater than BWDTX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BCAAX and BWDTX. For additional features, visit the drawdowns tool.
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Volatility
BCAAX vs. BWDTX - Volatility Comparison
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