CBLDX vs. SWVXX
Compare and contrast key facts about CrossingBridge Low Duration High Yield Fund (CBLDX) and Schwab Value Advantage Money Fund (SWVXX).
CBLDX is managed by CrossingBridge. It was launched on Jan 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBLDX or SWVXX.
Correlation
The correlation between CBLDX and SWVXX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CBLDX vs. SWVXX - Performance Comparison
Key characteristics
CBLDX:
6.10
SWVXX:
3.56
CBLDX:
0.16%
SWVXX:
0.00%
CBLDX:
0.87%
SWVXX:
1.30%
CBLDX:
-8.16%
SWVXX:
0.00%
CBLDX:
-0.60%
SWVXX:
0.00%
Returns By Period
In the year-to-date period, CBLDX achieves a 0.83% return, which is significantly lower than SWVXX's 1.03% return.
CBLDX
0.83%
-0.46%
1.92%
5.27%
5.65%
N/A
SWVXX
1.03%
0.33%
2.00%
4.64%
2.56%
1.74%
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Risk-Adjusted Performance
CBLDX vs. SWVXX — Risk-Adjusted Performance Rank
CBLDX
SWVXX
CBLDX vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Low Duration High Yield Fund (CBLDX) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
CBLDX vs. SWVXX - Drawdown Comparison
The maximum CBLDX drawdown since its inception was -8.16%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for CBLDX and SWVXX. For additional features, visit the drawdowns tool.
Volatility
CBLDX vs. SWVXX - Volatility Comparison
CrossingBridge Low Duration High Yield Fund (CBLDX) has a higher volatility of 0.51% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.33%. This indicates that CBLDX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.