Correlation
The correlation between BCAAX and BWDTX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Performance
BCAAX vs. BWDTX - Performance Comparison
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Key characteristics
BCAAX:
2.11
BWDTX:
4.02
BCAAX:
3.40
BWDTX:
6.40
BCAAX:
1.58
BWDTX:
2.10
BCAAX:
2.06
BWDTX:
5.73
BCAAX:
8.13
BWDTX:
25.71
BCAAX:
0.94%
BWDTX:
0.27%
BCAAX:
3.29%
BWDTX:
1.69%
BCAAX:
-36.67%
BWDTX:
-10.06%
BCAAX:
-0.54%
BWDTX:
0.00%
Returns By Period
In the year-to-date period, BCAAX achieves a 1.07% return, which is significantly lower than BWDTX's 2.54% return.
BCAAX
1.07%
0.95%
1.25%
6.88%
6.88%
4.58%
2.09%
BWDTX
2.54%
0.81%
2.34%
6.76%
6.51%
4.39%
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 6.72%, more than BWDTX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.72% | 6.73% | 6.25% | 5.84% | 5.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.72% | 5.77% | 5.51% | 3.79% | 3.20% | 3.18% | 3.47% | 4.17% | 2.90% | 1.35% |
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 -10.06%. Use the drawdown chart below to compare losses from any high point for BCAAX and BWDTX.
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Volatility
BCAAX vs. BWDTX - Volatility Comparison
BrandywineGLOBAL - Corporate Credit Fund (BCAAX) has a higher volatility of 1.15% compared to Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) at 0.40%. This indicates that BCAAX's price experiences larger fluctuations and is considered to be riskier than BWDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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