BWDTX vs. CBRDX
Compare and contrast key facts about Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and CrossingBridge Responsible Credit Fund (CBRDX).
BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016. CBRDX is managed by CrossingBridge. It was launched on Jun 29, 2021.
Performance
BWDTX vs. CBRDX - Performance Comparison
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BWDTX vs. CBRDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 0.05% | 7.14% | 4.92% | 9.80% | -3.16% | 0.86% |
CBRDX CrossingBridge Responsible Credit Fund | 0.44% | 5.01% | 7.21% | 8.00% | 1.49% | 1.14% |
Returns By Period
In the year-to-date period, BWDTX achieves a 0.05% return, which is significantly lower than CBRDX's 0.44% return.
BWDTX
- 1D
- 0.15%
- 1M
- -0.85%
- YTD
- 0.05%
- 6M
- 1.65%
- 1Y
- 5.72%
- 3Y*
- 6.45%
- 5Y*
- 4.05%
- 10Y*
- —
CBRDX
- 1D
- -0.22%
- 1M
- -0.55%
- YTD
- 0.44%
- 6M
- 1.09%
- 1Y
- 4.35%
- 3Y*
- 6.19%
- 5Y*
- —
- 10Y*
- —
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BWDTX vs. CBRDX - Expense Ratio Comparison
BWDTX has a 0.40% expense ratio, which is lower than CBRDX's 0.89% expense ratio.
Return for Risk
BWDTX vs. CBRDX — Risk / Return Rank
BWDTX
CBRDX
BWDTX vs. CBRDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and CrossingBridge Responsible Credit Fund (CBRDX). 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.
| BWDTX | CBRDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 1.74 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.27 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.42 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 1.62 | +0.95 |
Martin ratioReturn relative to average drawdown | 10.82 | 6.59 | +4.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWDTX | CBRDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 1.74 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.76 | 2.36 | -0.61 |
Correlation
The correlation between BWDTX and CBRDX is 0.34, 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.
Dividends
BWDTX vs. CBRDX - Dividend Comparison
BWDTX's dividend yield for the trailing twelve months is around 5.74%, less than CBRDX's 6.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.74% | 5.70% | 4.13% | 5.51% | 3.80% | 3.20% | 3.18% | 3.47% | 4.18% | 2.90% | 1.35% |
CBRDX CrossingBridge Responsible Credit Fund | 6.79% | 7.52% | 8.57% | 8.57% | 6.67% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BWDTX vs. CBRDX - Drawdown Comparison
The maximum BWDTX drawdown since its inception was -10.06%, which is greater than CBRDX's maximum drawdown of -2.46%. Use the drawdown chart below to compare losses from any high point for BWDTX and CBRDX.
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Drawdown Indicators
| BWDTX | CBRDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.06% | -2.46% | -7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -1.22% | -1.74% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -6.35% | — | — |
Current DrawdownCurrent decline from peak | -0.85% | -0.77% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -0.33% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.56% | -0.03% |
Volatility
BWDTX vs. CBRDX - Volatility Comparison
The current volatility for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) is 0.59%, while CrossingBridge Responsible Credit Fund (CBRDX) has a volatility of 0.77%. This indicates that BWDTX experiences smaller price fluctuations and is considered to be less risky than CBRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWDTX | CBRDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 0.77% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 1.29% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 2.13% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 2.07% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.21% | 2.07% | +0.14% |