CBLDX vs. SEIX

In the year-to-date period, CBLDX achieves a 1.70% return, which is significantly higher than SEIX's 0.04% return.

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CBLDX has a 0.88% expense ratio, which is higher than SEIX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Low Duration High Yield Fund (CBLDX) and Virtus Seix Senior Loan ETF (SEIX). 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.

The current CBLDX Sharpe Ratio is 6.50, which is higher than the SEIX Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of CBLDX and SEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CBLDX's dividend yield for the trailing twelve months is around 6.52%, less than SEIX's 7.71% yield.

The maximum CBLDX drawdown since its inception was -8.16%, smaller than the maximum SEIX drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for CBLDX and SEIX. For additional features, visit the drawdowns tool.

The current volatility for CrossingBridge Low Duration High Yield Fund (CBLDX) is 0.31%, while Virtus Seix Senior Loan ETF (SEIX) has a volatility of 1.14%. This indicates that CBLDX experiences smaller price fluctuations and is considered to be less risky than SEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.