CBLDX vs. KIO
CBLDX (CrossingBridge Low Duration High Yield Fund) and KIO (KKR Income Opportunities Fund) are both Multisector Bonds funds. Over the past 5 years, CBLDX returned 5.09%/yr vs 3.63%/yr for KIO. Their 0.22 correlation means their historical movements had little consistent relationship. CBLDX charges 0.88%/yr vs 0.04%/yr for KIO.
Performance
CBLDX vs. KIO - Performance Comparison
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Returns By Period
In the year-to-date period, CBLDX achieves a 1.66% return, which is significantly lower than KIO's 2.40% return.
CBLDX
- 1D
- -0.10%
- 1M
- 0.36%
- 6M
- 1.14%
- YTD
- 1.66%
- 1Y
- 3.81%
- 3Y*
- 6.15%
- 5Y*
- 5.09%
- 10Y*
- —
- ALL TIME*
- 4.61%
KIO
- 1D
- -0.54%
- 1M
- -2.04%
- 6M
- 1.34%
- YTD
- 2.40%
- 1Y
- -2.11%
- 3Y*
- 9.15%
- 5Y*
- 3.63%
- 10Y*
- 7.25%
- ALL TIME*
- 5.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $2.79M | $2.44M | $2.08M |
CBLDX vs. KIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 1.66% | 6.04% | 7.11% | 7.71% | 0.66% | 7.44% | 3.59% | 3.50% | 1.67% |
KIO KKR Income Opportunities Fund | 2.40% | -2.49% | 18.45% | 31.53% | -28.25% | 26.82% | 2.04% | 21.92% | -2.32% |
Correlation
The correlation between CBLDX and KIO is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2018 | 0.22 |
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Return for Risk
CBLDX vs. KIO — Risk / Return Rank
CBLDX
KIO
CBLDX vs. KIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Low Duration High Yield Fund (CBLDX) and KKR Income Opportunities Fund (KIO). 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.
| CBLDX | KIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.79 | ||
| Sortino ratioReturn per unit of downside risk | +3.86 | ||
| Omega ratioGain probability vs. loss probability | 1.69 | 0.97 | +0.72 |
| Calmar ratioReturn relative to maximum drawdown | 5.26 | -0.21 | +5.47 |
| Martin ratioReturn relative to average drawdown | 16.70 | -0.44 | +17.14 |
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Drawdowns
CBLDX vs. KIO - Drawdown Comparison
The maximum CBLDX drawdown since its inception was -8.15%, smaller than the maximum KIO drawdown of -43.87%. Use the drawdown chart below to compare losses from any high point for CBLDX and KIO.
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Drawdown Indicators
| CBLDX | KIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.15% | -43.87% | +35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -0.73% | -11.01% | +10.28% |
Max Drawdown (3Y)Largest decline over 3 years | -1.05% | -22.85% | +21.80% |
Max Drawdown (5Y)Largest decline over 5 years | -1.88% | -31.87% | +29.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.87% | — |
Current DrawdownCurrent decline from peak | -0.27% | -8.84% | +8.57% |
Average DrawdownAverage peak-to-trough decline | -0.31% | -8.08% | +7.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 5.15% | -4.92% |
Volatility
CBLDX vs. KIO - Volatility Comparison
The current volatility for CrossingBridge Low Duration High Yield Fund (CBLDX) is 0.35%, while KKR Income Opportunities Fund (KIO) has a volatility of 2.61%. This indicates that CBLDX experiences smaller price fluctuations and is considered to be less risky than KIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBLDX | KIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.35% | 2.61% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 1.22% | 7.92% | -6.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.50% | 10.28% | -8.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.60% | 13.20% | -11.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.82% | 16.33% | -14.51% |
CBLDX vs. KIO - Expense Ratio Comparison
CBLDX has a 0.88% expense ratio, which is higher than KIO's 0.04% expense ratio.
Dividends
CBLDX vs. KIO - Dividend Comparison
CBLDX's dividend yield for the trailing twelve months is around 5.67%, less than KIO's 13.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 5.67% | 6.43% | 7.12% | 7.65% | 5.07% | 5.13% | 3.97% | 2.85% | 2.18% | 0.00% | 0.00% | 0.00% |
KIO KKR Income Opportunities Fund | 13.24% | 12.58% | 10.90% | 11.32% | 11.44% | 7.45% | 10.12% | 9.51% | 10.53% | 9.66% | 9.92% | 10.81% |
Frequently Asked Questions
CBLDX and KIO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KIO has higher volatility (2.61%) compared to CBLDX (0.35%). In terms of maximum drawdown, CBLDX dropped -8.15% vs KIO's -43.87%.
CBLDX currently has the higher Sharpe Ratio (2.56 vs -0.22), 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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