CBRDX vs. MOFIX
CBRDX (CrossingBridge Responsible Credit Fund) and MOFIX (Mercer Opportunistic Fixed Income Fund) are both Multisector Bonds funds. Over the past 5 years, CBRDX returned 4.57%/yr vs 1.20%/yr for MOFIX. Their 0.31 correlation means their historical movements had little consistent relationship. CBRDX charges 0.89%/yr vs 0.44%/yr for MOFIX.
Performance
CBRDX vs. MOFIX - Performance Comparison
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Returns By Period
In the year-to-date period, CBRDX achieves a -0.01% return, which is significantly higher than MOFIX's -2.24% return.
CBRDX
- 1D
- 0.00%
- 1M
- 0.39%
- 6M
- -0.62%
- YTD
- -0.01%
- 1Y
- 1.80%
- 3Y*
- 5.42%
- 5Y*
- 4.57%
- 10Y*
- —
- ALL TIME*
- 4.45%
MOFIX
- 1D
- -0.12%
- 1M
- -1.07%
- 6M
- -2.47%
- YTD
- -2.24%
- 1Y
- -0.14%
- 3Y*
- 4.37%
- 5Y*
- 1.20%
- 10Y*
- —
- ALL TIME*
- 2.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CBRDX vs. MOFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBRDX CrossingBridge Responsible Credit Fund | -0.01% | 5.01% | 7.21% | 8.00% | 1.49% | 1.14% |
MOFIX Mercer Opportunistic Fixed Income Fund | -2.24% | 8.60% | 2.23% | 12.22% | -11.57% | -1.44% |
Correlation
The correlation between CBRDX and MOFIX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.31 |
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Return for Risk
CBRDX vs. MOFIX — Risk / Return Rank
CBRDX
MOFIX
CBRDX vs. MOFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Responsible Credit Fund (CBRDX) and Mercer Opportunistic Fixed Income Fund (MOFIX). 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 | MOFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.99 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | -0.04 | +1.03 |
| Martin ratioReturn relative to average drawdown | 2.86 | -0.11 | +2.97 |
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Drawdowns
CBRDX vs. MOFIX - Drawdown Comparison
The maximum CBRDX drawdown since its inception was -2.46%, smaller than the maximum MOFIX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for CBRDX and MOFIX.
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Drawdown Indicators
| CBRDX | MOFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.46% | -19.96% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -1.72% | -3.52% | +1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -2.46% | -8.02% | +5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -2.46% | -19.00% | +16.54% |
Current DrawdownCurrent decline from peak | -1.22% | -2.70% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -0.37% | -5.10% | +4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 1.33% | -0.74% |
Volatility
CBRDX vs. MOFIX - Volatility Comparison
The current volatility for CrossingBridge Responsible Credit Fund (CBRDX) is 0.57%, while Mercer Opportunistic Fixed Income Fund (MOFIX) has a volatility of 0.68%. This indicates that CBRDX experiences smaller price fluctuations and is considered to be less risky than MOFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBRDX | MOFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 0.68% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.55% | 2.38% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 2.98% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 7.26% | -5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.08% | 7.10% | -5.02% |
CBRDX vs. MOFIX - Expense Ratio Comparison
CBRDX has a 0.89% expense ratio, which is higher than MOFIX's 0.44% expense ratio.
Dividends
CBRDX vs. MOFIX - Dividend Comparison
CBRDX's dividend yield for the trailing twelve months is around 5.73%, more than MOFIX's 3.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CBRDX CrossingBridge Responsible Credit Fund | 5.73% | 7.52% | 8.57% | 8.57% | 6.67% | 1.34% |
MOFIX Mercer Opportunistic Fixed Income Fund | 3.40% | 3.32% | 6.91% | 6.44% | 3.81% | 4.20% |
Frequently Asked Questions
CBRDX and MOFIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MOFIX has higher volatility (0.68%) compared to CBRDX (0.57%). In terms of maximum drawdown, CBRDX dropped -2.46% vs MOFIX's -19.96%.
CBRDX currently has the higher Sharpe Ratio (0.87 vs -0.05), 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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