CBRDX vs. RA
CBRDX (CrossingBridge Responsible Credit Fund) and RA (Brookfield Real Assets Income Fund Inc.) are both Multisector Bonds funds. Over the past 5 years, CBRDX returned 4.57%/yr vs 0.72%/yr for RA. Their 0.27 correlation means their historical movements had little consistent relationship. 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 -0.01% return, which is significantly lower than RA's 5.38% return.
CBRDX
- 1D
- -0.11%
- 1M
- 0.39%
- 6M
- -0.62%
- YTD
- -0.01%
- 1Y
- 1.80%
- 3Y*
- 5.42%
- 5Y*
- 4.57%
- 10Y*
- —
- ALL TIME*
- 4.45%
RA
- 1D
- 0.31%
- 1M
- 0.14%
- 6M
- 3.94%
- YTD
- 5.38%
- 1Y
- 8.00%
- 3Y*
- 1.61%
- 5Y*
- 0.72%
- 10Y*
- —
- ALL TIME*
- 6.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.63M | $1.68M | $1.92M |
CBRDX vs. RA - 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% |
RA Brookfield Real Assets Income Fund Inc. | 5.38% | 8.32% | 15.87% | -9.02% | -13.47% | 0.30% |
Correlation
The correlation between CBRDX and RA is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
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 | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.17 | -0.18 |
| Martin ratioReturn relative to average drawdown | 2.88 | 3.15 | -0.27 |
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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 | -1.72% | -6.73% | +5.01% |
Max Drawdown (3Y)Largest decline over 3 years | -2.46% | -28.42% | +25.96% |
Max Drawdown (5Y)Largest decline over 5 years | -2.46% | -30.83% | +28.37% |
Current DrawdownCurrent decline from peak | -1.22% | -1.31% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -0.37% | -7.98% | +7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 2.49% | -1.90% |
Volatility
CBRDX vs. RA - Volatility Comparison
The current volatility for CrossingBridge Responsible Credit Fund (CBRDX) is 0.57%, while Brookfield Real Assets Income Fund Inc. (RA) has a volatility of 1.80%. 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 | 0.57% | 1.80% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.55% | 6.91% | -5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 8.31% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 17.53% | -15.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.08% | 20.50% | -18.42% |
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 5.73%, less than RA's 11.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CBRDX CrossingBridge Responsible Credit Fund | 5.73% | 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. | 11.05% | 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 (1.80%) compared to CBRDX (0.57%). In terms of maximum drawdown, CBRDX dropped -2.46% vs RA's -50.66%.
RA currently has the higher Sharpe Ratio (0.95 vs 0.87), 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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