CBLDX vs. ODIDX
CBLDX (CrossingBridge Low Duration High Yield Fund) and ODIDX (Oaktree Diversified Income Fund Inc. Class D) are both Multisector Bonds funds. Over the past 3 years, CBLDX returned 6.15%/yr vs 9.12%/yr for ODIDX. Their 0.30 correlation means their historical movements had little consistent relationship. CBLDX charges 0.88%/yr vs 2.10%/yr for ODIDX.
Performance
CBLDX vs. ODIDX - 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 ODIDX's 2.47% 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%
ODIDX
- 1D
- -0.11%
- 1M
- 0.23%
- 6M
- 2.02%
- YTD
- 2.47%
- 1Y
- 5.35%
- 3Y*
- 9.12%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CBLDX vs. ODIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 1.66% | 6.04% | 7.11% | 7.71% | 0.66% | 0.32% |
ODIDX Oaktree Diversified Income Fund Inc. Class D | 2.47% | 7.94% | 11.99% | 11.91% | -13.02% | -0.37% |
Correlation
The correlation between CBLDX and ODIDX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.30 |
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Return for Risk
CBLDX vs. ODIDX — Risk / Return Rank
CBLDX
ODIDX
CBLDX vs. ODIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Low Duration High Yield Fund (CBLDX) and Oaktree Diversified Income Fund Inc. Class D (ODIDX). 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 | ODIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.69 | 1.98 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 5.26 | 4.98 | +0.28 |
| Martin ratioReturn relative to average drawdown | 16.70 | 20.96 | -4.26 |
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Drawdowns
CBLDX vs. ODIDX - Drawdown Comparison
The maximum CBLDX drawdown since its inception was -8.15%, smaller than the maximum ODIDX drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for CBLDX and ODIDX.
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Drawdown Indicators
| CBLDX | ODIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.15% | -13.71% | +5.56% |
Max Drawdown (1Y)Largest decline over 1 year | -0.73% | -1.10% | +0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -1.05% | -2.29% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -1.88% | — | — |
Current DrawdownCurrent decline from peak | -0.27% | -0.11% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -0.31% | -3.67% | +3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.26% | -0.03% |
Volatility
CBLDX vs. ODIDX - Volatility Comparison
CrossingBridge Low Duration High Yield Fund (CBLDX) has a higher volatility of 0.35% compared to Oaktree Diversified Income Fund Inc. Class D (ODIDX) at 0.30%. This indicates that CBLDX's price experiences larger fluctuations and is considered to be riskier than ODIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBLDX | ODIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.35% | 0.30% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.22% | 1.19% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.50% | 1.47% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.60% | 3.18% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.82% | 3.18% | -1.36% |
CBLDX vs. ODIDX - Expense Ratio Comparison
CBLDX has a 0.88% expense ratio, which is lower than ODIDX's 2.10% expense ratio.
Dividends
CBLDX vs. ODIDX - Dividend Comparison
CBLDX's dividend yield for the trailing twelve months is around 5.67%, less than ODIDX's 9.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
ODIDX Oaktree Diversified Income Fund Inc. Class D | 9.09% | 9.32% | 8.45% | 7.83% | 0.84% | 0.13% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBLDX and ODIDX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBLDX has higher volatility (0.35%) compared to ODIDX (0.30%). In terms of maximum drawdown, CBLDX dropped -8.15% vs ODIDX's -13.71%.
ODIDX currently has the higher Sharpe Ratio (3.73 vs 2.56), 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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