CBLDX vs. SEIX
CBLDX (CrossingBridge Low Duration High Yield Fund) and SEIX (Virtus Seix Senior Loan ETF) are both funds - CBLDX is a Multisector Bonds fund managed by CrossingBridge, while SEIX is a Bank Loan fund tracking the Credit Suisse Leveraged Loan Index. Over the past 5 years, CBLDX returned 5.22%/yr vs 5.75%/yr for SEIX. At a 0.18 correlation, their price movements are largely independent. CBLDX charges 0.88%/yr vs 0.57%/yr for SEIX.
Performance
CBLDX vs. SEIX - Performance Comparison
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Returns By Period
In the year-to-date period, CBLDX achieves a 1.83% return, which is significantly lower than SEIX's 2.33% return.
CBLDX
- 1D
- 0.00%
- 1M
- 0.45%
- YTD
- 1.83%
- 6M
- 2.29%
- 1Y
- 4.95%
- 3Y*
- 6.49%
- 5Y*
- 5.22%
- 10Y*
- —
SEIX
- 1D
- 0.00%
- 1M
- 0.28%
- YTD
- 2.33%
- 6M
- 2.49%
- 1Y
- 6.06%
- 3Y*
- 7.76%
- 5Y*
- 5.75%
- 10Y*
- —
CBLDX vs. SEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 1.83% | 6.04% | 7.11% | 7.71% | 0.66% | 7.44% | 3.59% | 1.63% |
SEIX Virtus Seix Senior Loan ETF | 2.33% | 5.10% | 8.42% | 12.51% | -1.77% | 5.49% | 3.17% | 3.44% |
Correlation
The correlation between CBLDX and SEIX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2019 | 0.18 |
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Return for Risk
CBLDX vs. SEIX — Risk / Return Rank
CBLDX
SEIX
CBLDX vs. SEIX - Risk-Adjusted Trends Comparison
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.
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 | SEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 2.07 | 1.87 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 6.84 | 5.39 | +1.45 |
| Martin ratioReturn relative to average drawdown | 27.18 | 21.55 | +5.63 |
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Drawdowns
CBLDX vs. SEIX - Drawdown Comparison
The maximum CBLDX drawdown since its inception was -8.15%, 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.
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Drawdown Indicators
| CBLDX | SEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.15% | -17.51% | +9.36% |
Max Drawdown (1Y)Largest decline over 1 year | -0.73% | -1.13% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -1.05% | -3.01% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -1.88% | -6.69% | +4.81% |
Current DrawdownCurrent decline from peak | -0.10% | 0.00% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.31% | -0.87% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.28% | -0.10% |
Volatility
CBLDX vs. SEIX - Volatility Comparison
CrossingBridge Low Duration High Yield Fund (CBLDX) and Virtus Seix Senior Loan ETF (SEIX) have volatilities of 0.33% and 0.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBLDX | SEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 0.33% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 1.29% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.40% | 1.60% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.59% | 2.92% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.82% | 4.32% | -2.50% |
CBLDX vs. SEIX - Expense Ratio Comparison
CBLDX has a 0.88% expense ratio, which is higher than SEIX's 0.57% expense ratio.
Dividends
CBLDX vs. SEIX - Dividend Comparison
CBLDX's dividend yield for the trailing twelve months is around 6.22%, less than SEIX's 7.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 6.22% | 6.43% | 7.12% | 7.65% | 5.07% | 5.13% | 3.97% | 2.85% | 2.18% |
SEIX Virtus Seix Senior Loan ETF | 7.25% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% | 0.00% |
Frequently Asked Questions
CBLDX and SEIX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEIX has higher volatility (0.33%) compared to CBLDX (0.33%). In terms of maximum drawdown, CBLDX dropped -8.15% vs SEIX's -17.51%.
SEIX currently has the higher Sharpe Ratio (3.81 vs 3.56), 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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