CBRDX vs. DBLIX

Last updated Aug 5, 2026

CBRDX (CrossingBridge Responsible Credit Fund) and DBLIX (DoubleLine Income Fund) are both Multisector Bonds funds. Their 0.11 correlation means their historical movements had little consistent relationship. CBRDX charges 0.89%/yr vs 0.65%/yr for DBLIX.

Performance

CBRDX vs. DBLIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CrossingBridge Responsible Credit Fund (CBRDX) and DoubleLine Income Fund (DBLIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CBRDX

• 1D: 0.23%
• 1M: 0.62%
• 6M: -0.40%
• YTD: 0.22%
• 1Y: 2.03%
• 3Y*: 5.50%
• 5Y*: 4.62%
• 10Y*: —
• ALL TIME*: 4.49%

DBLIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CBRDX CrossingBridge Responsible Credit Fund	$0.00	$0.00	$0.00

CBRDX vs. DBLIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CBRDX CrossingBridge Responsible Credit Fund	0.22%	5.01%	7.21%	8.00%	1.49%	1.14%
DBLIX DoubleLine Income Fund	0.48%	6.49%	10.61%	9.69%	-13.31%	0.43%

Correlation

The correlation between CBRDX and DBLIX is -0.13, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.13
Correlation (3Y) Balances recent behavior with more history.	0.09
Correlation (5Y) Shows whether the relationship held over a longer period.	0.11
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021	0.11

The correlation between CBRDX and DBLIX shifts across timeframes, from -0.13 (1 year) to 0.11 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

CBRDX vs. DBLIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CBRDX

CBRDX Risk / Return Rank: 26
CBRDX Sharpe Ratio Rank: 27
CBRDX Sortino Ratio Rank: 23
CBRDX Omega Ratio Rank: 36
CBRDX Calmar Ratio Rank: 23
CBRDX Martin Ratio Rank: 22

DBLIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CBRDX vs. DBLIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Responsible Credit Fund (CBRDX) and DoubleLine Income Fund (DBLIX). 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.

	CBRDX	DBLIX	Difference
Sharpe ratio: Return per unit of total volatility	1.04	—	—
Sortino ratio: Return per unit of downside risk	1.37	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.19	—	—
Martin ratio: Return relative to average drawdown	3.42	—	—

Drawdowns

Drawdown Indicators

	CBRDX	DBLIX	Difference
Max Drawdown Largest peak-to-trough decline	-2.46%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-1.72%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-2.46%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-2.46%	—	—
Current Drawdown Current decline from peak	-1.00%	—	—
Average Drawdown Average peak-to-trough decline	-0.37%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.60%	—	—

Volatility

Volatility by Period

	CBRDX	DBLIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.60%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.56%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.97%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.09%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.08%	—	—

CBRDX vs. DBLIX - Expense Ratio Comparison

CBRDX has a 0.89% expense ratio, which is higher than DBLIX's 0.65% expense ratio.

Dividends

CBRDX vs. DBLIX - Dividend Comparison

CBRDX's dividend yield for the trailing twelve months is around 5.71%, more than DBLIX's 3.10% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
CBRDX CrossingBridge Responsible Credit Fund	5.71%	7.52%	8.57%	8.57%	6.67%	1.34%	0.00%	0.00%
DBLIX DoubleLine Income Fund	3.10%	6.33%	6.32%	7.44%	5.45%	4.76%	4.10%	1.30%

Frequently Asked Questions

Can I hold both CBRDX and DBLIX in my portfolio?

CBRDX and DBLIX have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.