CBLDX vs. CBRDX

Last updated Apr 1, 2026

Compare and contrast key facts about CrossingBridge Low Duration High Yield Fund (CBLDX) and CrossingBridge Responsible Credit Fund (CBRDX).

CBLDX is managed by CrossingBridge. It was launched on Jan 30, 2018. CBRDX is managed by CrossingBridge. It was launched on Jun 29, 2021.

Performance

CBLDX vs. CBRDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CrossingBridge Low Duration High Yield Fund (CBLDX) and CrossingBridge Responsible Credit Fund (CBRDX). The values are adjusted to include any dividend payments, if applicable.

CBLDX vs. CBRDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CBLDX CrossingBridge Low Duration High Yield Fund	0.46%	6.04%	7.11%	7.71%	0.66%	2.63%
CBRDX CrossingBridge Responsible Credit Fund	0.44%	5.01%	7.21%	8.00%	1.49%	1.14%

Returns By Period

The year-to-date returns for both stocks are quite close, with CBLDX having a 0.46% return and CBRDX slightly lower at 0.44%.

CBLDX

• 1D: 0.00%
• 1M: -0.31%
• YTD: 0.46%
• 6M: 1.42%
• 1Y: 5.06%
• 3Y*: 6.56%
• 5Y*: 5.12%
• 10Y*: —

CBRDX

• 1D: -0.22%
• 1M: -0.55%
• YTD: 0.44%
• 6M: 1.09%
• 1Y: 4.35%
• 3Y*: 6.19%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBLDX vs. CBRDX - Expense Ratio Comparison

CBLDX has a 0.88% expense ratio, which is lower than CBRDX's 0.89% expense ratio.

CBRDX

CrossingBridge Responsible Credit Fund

CBLDX

CrossingBridge Low Duration High Yield Fund

Return for Risk

CBLDX vs. CBRDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBLDX

CBLDX Risk / Return Rank: 98
CBLDX Sharpe Ratio Rank: 99
CBLDX Sortino Ratio Rank: 98
CBLDX Omega Ratio Rank: 98
CBLDX Calmar Ratio Rank: 98
CBLDX Martin Ratio Rank: 98

CBRDX

CBRDX Risk / Return Rank: 81
CBRDX Sharpe Ratio Rank: 87
CBRDX Sortino Ratio Rank: 85
CBRDX Omega Ratio Rank: 91
CBRDX Calmar Ratio Rank: 70
CBRDX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBLDX vs. CBRDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Low Duration High Yield Fund (CBLDX) 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.

	CBLDX	CBRDX	Difference
Sharpe ratio Return per unit of total volatility	3.52	1.74	+1.78
Sortino ratio Return per unit of downside risk	5.05	2.27	+2.78
Omega ratio Gain probability vs. loss probability	2.08	1.42	+0.66
Calmar ratio Return relative to maximum drawdown	5.45	1.62	+3.83
Martin ratio Return relative to average drawdown	25.00	6.59	+18.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CBLDX vs. CBRDX - Sharpe Ratio Comparison

The current CBLDX Sharpe Ratio is 3.52, which is higher than the CBRDX Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of CBLDX and CBRDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CBLDX	CBRDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.52	1.74	+1.78
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	3.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.55	2.36	+0.18

Correlation

The correlation between CBLDX and CBRDX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CBLDX vs. CBRDX - Dividend Comparison

CBLDX's dividend yield for the trailing twelve months is around 6.27%, less than CBRDX's 6.79% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
CBLDX CrossingBridge Low Duration High Yield Fund	6.27%	6.43%	7.12%	7.65%	5.07%	5.13%	3.97%	2.85%	2.18%
CBRDX CrossingBridge Responsible Credit Fund	6.79%	7.52%	8.57%	8.57%	6.67%	1.34%	0.00%	0.00%	0.00%

Drawdowns

CBLDX vs. CBRDX - Drawdown Comparison

The maximum CBLDX drawdown since its inception was -8.15%, which is greater than CBRDX's maximum drawdown of -2.46%. Use the drawdown chart below to compare losses from any high point for CBLDX and CBRDX.

Drawdown Indicators

	CBLDX	CBRDX	Difference
Max Drawdown Largest peak-to-trough decline	-8.15%	-2.46%	-5.69%
Max Drawdown (1Y) Largest decline over 1 year	-0.93%	-1.74%	+0.81%
Max Drawdown (5Y) Largest decline over 5 years	-1.88%	—	—
Current Drawdown Current decline from peak	-0.62%	-0.77%	+0.15%
Average Drawdown Average peak-to-trough decline	-0.31%	-0.33%	+0.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.20%	0.56%	-0.36%

Volatility

CBLDX vs. CBRDX - Volatility Comparison

The current volatility for CrossingBridge Low Duration High Yield Fund (CBLDX) is 0.65%, while CrossingBridge Responsible Credit Fund (CBRDX) has a volatility of 0.77%. This indicates that CBLDX 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.

Volatility by Period

	CBLDX	CBRDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.65%	0.77%	-0.12%
Volatility (6M) Calculated over the trailing 6-month period	1.11%	1.29%	-0.18%
Volatility (1Y) Calculated over the trailing 1-year period	1.45%	2.13%	-0.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.57%	2.07%	-0.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.83%	2.07%	-0.24%