CBRDX vs. RA
CBRDX (CrossingBridge Responsible Credit Fund) and RA (Brookfield Real Assets Income Fund Inc.) are both Multisector Bonds funds. Over the past 3 years, CBRDX returned 5.84%/yr vs 2.86%/yr for RA. At a 0.27 correlation, their price movements are largely independent. CBRDX charges 0.89%/yr vs 2.76%/yr for RA.
Performance
CBRDX vs. RA - Performance Comparison
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Returns By Period
In the year-to-date period, CBRDX achieves a 0.16% return, which is significantly lower than RA's 3.60% return.
CBRDX
- 1D
- -0.56%
- 1M
- -0.03%
- YTD
- 0.16%
- 6M
- 0.20%
- 1Y
- 3.29%
- 3Y*
- 5.84%
- 5Y*
- —
- 10Y*
- —
RA
- 1D
- 0.47%
- 1M
- 0.07%
- YTD
- 3.60%
- 6M
- 4.17%
- 1Y
- 9.44%
- 3Y*
- 2.86%
- 5Y*
- 0.68%
- 10Y*
- —
CBRDX vs. RA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBRDX CrossingBridge Responsible Credit Fund | 0.16% | 5.01% | 7.21% | 8.00% | 1.49% | 1.14% |
RA Brookfield Real Assets Income Fund Inc. | 3.60% | 8.32% | 15.87% | -9.02% | -13.47% | 0.30% |
Correlation
The correlation between CBRDX and RA is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.27 |
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Return for Risk
CBRDX vs. RA — Risk / Return Rank
CBRDX
RA
CBRDX vs. RA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Responsible Credit Fund (CBRDX) and Brookfield Real Assets Income Fund Inc. (RA). 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 | RA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.21 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | 1.41 | +1.85 |
| Martin ratioReturn relative to average drawdown | 8.55 | 3.84 | +4.71 |
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Drawdowns
CBRDX vs. RA - Drawdown Comparison
The maximum CBRDX drawdown since its inception was -2.46%, smaller than the maximum RA drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for CBRDX and RA.
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Drawdown Indicators
| CBRDX | RA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.46% | -50.66% | +48.20% |
Max Drawdown (1Y)Largest decline over 1 year | -1.05% | -6.73% | +5.68% |
Max Drawdown (3Y)Largest decline over 3 years | -2.46% | -28.42% | +25.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.83% | — |
Current DrawdownCurrent decline from peak | -1.05% | -2.98% | +1.93% |
Average DrawdownAverage peak-to-trough decline | -0.35% | -8.06% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 2.46% | -2.06% |
Volatility
CBRDX vs. RA - Volatility Comparison
The current volatility for CrossingBridge Responsible Credit Fund (CBRDX) is 0.68%, while Brookfield Real Assets Income Fund Inc. (RA) has a volatility of 1.85%. This indicates that CBRDX experiences smaller price fluctuations and is considered to be less risky than RA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBRDX | RA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 1.85% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 6.65% | -5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.82% | 8.53% | -6.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.07% | 17.58% | -15.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.07% | 20.60% | -18.53% |
CBRDX vs. RA - Expense Ratio Comparison
CBRDX has a 0.89% expense ratio, which is lower than RA's 2.76% expense ratio.
Dividends
CBRDX vs. RA - Dividend Comparison
CBRDX's dividend yield for the trailing twelve months is around 6.63%, less than RA's 11.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CBRDX CrossingBridge Responsible Credit Fund | 6.63% | 7.52% | 8.57% | 8.57% | 6.67% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RA Brookfield Real Assets Income Fund Inc. | 11.14% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% |
Frequently Asked Questions
CBRDX and RA have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RA has higher volatility (1.85%) compared to CBRDX (0.68%). In terms of maximum drawdown, CBRDX dropped -2.46% vs RA's -50.66%.
CBRDX currently has the higher Sharpe Ratio (1.88 vs 1.11), 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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