BILDX vs. NPCT
BILDX (DoubleLine Infrastructure Income Fund) and NPCT (Nuveen Core Plus Impact Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, BILDX returned 1.59%/yr vs -3.39%/yr for NPCT. At a 0.48 correlation, their price movements are largely independent. BILDX charges 0.57%/yr vs 5.08%/yr for NPCT.
Performance
BILDX vs. NPCT - Performance Comparison
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Returns By Period
In the year-to-date period, BILDX achieves a 0.85% return, which is significantly lower than NPCT's 3.14% return.
BILDX
- 1D
- 0.00%
- 1M
- -0.01%
- 6M
- 0.74%
- YTD
- 0.85%
- 1Y
- 4.69%
- 3Y*
- 6.14%
- 5Y*
- 1.59%
- 10Y*
- —
NPCT
- 1D
- -0.70%
- 1M
- 0.20%
- 6M
- 2.64%
- YTD
- 3.14%
- 1Y
- -0.92%
- 3Y*
- 11.38%
- 5Y*
- -3.39%
- 10Y*
- —
BILDX vs. NPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BILDX DoubleLine Infrastructure Income Fund | 0.85% | 7.59% | 4.41% | 8.89% | -11.54% | 0.59% |
NPCT Nuveen Core Plus Impact Fund | 3.14% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
Correlation
The correlation between BILDX and NPCT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2021 | 0.48 |
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Return for Risk
BILDX vs. NPCT — Risk / Return Rank
BILDX
NPCT
BILDX vs. NPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Infrastructure Income Fund (BILDX) and Nuveen Core Plus Impact Fund (NPCT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BILDX | NPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.99 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | -0.14 | +2.11 |
| Martin ratioReturn relative to average drawdown | 6.24 | -0.31 | +6.54 |
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Drawdowns
BILDX vs. NPCT - Drawdown Comparison
The maximum BILDX drawdown since its inception was -15.68%, smaller than the maximum NPCT drawdown of -46.77%. Use the drawdown chart below to compare losses from any high point for BILDX and NPCT.
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Drawdown Indicators
| BILDX | NPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.68% | -46.77% | +31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.21% | -6.79% | +4.58% |
Max Drawdown (3Y)Largest decline over 3 years | -3.21% | -12.59% | +9.38% |
Max Drawdown (5Y)Largest decline over 5 years | -15.68% | -46.77% | +31.09% |
Current DrawdownCurrent decline from peak | -0.68% | -16.26% | +15.58% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -25.03% | +22.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 3.01% | -2.31% |
Volatility
BILDX vs. NPCT - Volatility Comparison
The current volatility for DoubleLine Infrastructure Income Fund (BILDX) is 1.07%, while Nuveen Core Plus Impact Fund (NPCT) has a volatility of 2.44%. This indicates that BILDX experiences smaller price fluctuations and is considered to be less risky than NPCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BILDX | NPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 2.44% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 7.48% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 9.79% | -6.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.43% | 13.10% | -8.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 13.00% | -8.92% |
BILDX vs. NPCT - Expense Ratio Comparison
BILDX has a 0.57% expense ratio, which is lower than NPCT's 5.08% expense ratio.
Dividends
BILDX vs. NPCT - Dividend Comparison
BILDX's dividend yield for the trailing twelve months is around 4.98%, less than NPCT's 12.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BILDX DoubleLine Infrastructure Income Fund | 4.98% | 4.64% | 4.11% | 3.42% | 3.31% | 3.45% | 2.89% | 3.40% | 3.18% | 3.22% |
NPCT Nuveen Core Plus Impact Fund | 12.31% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BILDX and NPCT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NPCT has higher volatility (2.44%) compared to BILDX (1.07%). In terms of maximum drawdown, BILDX dropped -15.68% vs NPCT's -46.77%.
BILDX currently has the higher Sharpe Ratio (1.42 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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