CBRDX vs. CADUX

Last updated Apr 1, 2026

Compare and contrast key facts about CrossingBridge Responsible Credit Fund (CBRDX) and CION Ares Diversified Credit Fund Class I (CADUX).

CBRDX is managed by CrossingBridge. It was launched on Jun 29, 2021. CADUX is an actively managed fund by CION. It was launched on Jan 26, 2017.

Performance

CBRDX vs. CADUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CrossingBridge Responsible Credit Fund (CBRDX) and CION Ares Diversified Credit Fund Class I (CADUX). The values are adjusted to include any dividend payments, if applicable.

CBRDX vs. CADUX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CBRDX CrossingBridge Responsible Credit Fund	0.44%	5.01%	7.21%	8.00%	1.49%	1.14%
CADUX CION Ares Diversified Credit Fund Class I	-2.47%	7.50%	9.70%	11.32%	-2.85%	3.38%

Returns By Period

In the year-to-date period, CBRDX achieves a 0.44% return, which is significantly higher than CADUX's -2.47% return.

CBRDX

• 1D: -0.22%
• 1M: -0.55%
• YTD: 0.44%
• 6M: 1.09%
• 1Y: 4.35%
• 3Y*: 6.19%
• 5Y*: —
• 10Y*: —

CADUX

• 1D: -0.08%
• 1M: -0.82%
• YTD: -2.47%
• 6M: -1.58%
• 1Y: 3.95%
• 3Y*: 7.81%
• 5Y*: 5.77%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBRDX vs. CADUX - Expense Ratio Comparison

CBRDX

CrossingBridge Responsible Credit Fund

Return for Risk

CBRDX vs. CADUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBRDX

CBRDX Risk / Return Rank: 81
CBRDX Sharpe Ratio Rank: 87
CBRDX Sortino Ratio Rank: 85
CBRDX Omega Ratio Rank: 91
CBRDX Calmar Ratio Rank: 70
CBRDX Martin Ratio Rank: 69

CADUX

CADUX Risk / Return Rank: 81
CADUX Sharpe Ratio Rank: 82
CADUX Sortino Ratio Rank: 97
CADUX Omega Ratio Rank: 95
CADUX Calmar Ratio Rank: 75
CADUX Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBRDX vs. CADUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Responsible Credit Fund (CBRDX) and CION Ares Diversified Credit Fund Class I (CADUX). 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.

	CBRDX	CADUX	Difference
Sharpe ratio Return per unit of total volatility	1.74	1.55	+0.19
Sortino ratio Return per unit of downside risk	2.27	3.93	-1.66
Omega ratio Gain probability vs. loss probability	1.42	1.53	-0.11
Calmar ratio Return relative to maximum drawdown	1.62	1.77	-0.14
Martin ratio Return relative to average drawdown	6.59	5.62	+0.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CBRDX vs. CADUX - Sharpe Ratio Comparison

The current CBRDX Sharpe Ratio is 1.74, which is comparable to the CADUX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of CBRDX and CADUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CBRDX	CADUX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.74	1.55	+0.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	2.20	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.36	1.32	+1.04

Correlation

The correlation between CBRDX and CADUX is 0.22, 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.

Dividends

CBRDX vs. CADUX - Dividend Comparison

CBRDX's dividend yield for the trailing twelve months is around 6.79%, less than CADUX's 8.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
CBRDX CrossingBridge Responsible Credit Fund	6.79%	7.52%	8.57%	8.57%	6.67%	1.34%	0.00%	0.00%
CADUX CION Ares Diversified Credit Fund Class I	8.06%	8.48%	8.42%	6.84%	4.08%	4.46%	5.56%	2.71%

Drawdowns

CBRDX vs. CADUX - Drawdown Comparison

The maximum CBRDX drawdown since its inception was -2.46%, smaller than the maximum CADUX drawdown of -18.59%. Use the drawdown chart below to compare losses from any high point for CBRDX and CADUX.

Drawdown Indicators

	CBRDX	CADUX	Difference
Max Drawdown Largest peak-to-trough decline	-2.46%	-18.59%	+16.13%
Max Drawdown (1Y) Largest decline over 1 year	-1.74%	-2.47%	+0.73%
Max Drawdown (5Y) Largest decline over 5 years	—	-5.39%	—
Current Drawdown Current decline from peak	-0.77%	-2.47%	+1.70%
Average Drawdown Average peak-to-trough decline	-0.33%	-1.51%	+1.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.56%	0.78%	-0.22%

Volatility

CBRDX vs. CADUX - Volatility Comparison

CrossingBridge Responsible Credit Fund (CBRDX) has a higher volatility of 0.77% compared to CION Ares Diversified Credit Fund Class I (CADUX) at 0.54%. This indicates that CBRDX's price experiences larger fluctuations and is considered to be riskier than CADUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CBRDX	CADUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.77%	0.54%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	1.29%	1.93%	-0.64%
Volatility (1Y) Calculated over the trailing 1-year period	2.13%	2.95%	-0.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.07%	2.66%	-0.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.07%	4.12%	-2.05%