CBUDX vs. CBYYX
CBUDX (CrossingBridge Ultra-Short Duration Fund) and CBYYX (Victory Pioneer Cat Bond Fund Class Y) are both mutual funds - CBUDX is a Ultrashort Bond fund managed by CrossingBridge, while CBYYX is a Nontraditional Bonds fund actively managed by Victory. Over the past year, CBUDX returned 4.33% vs 11.04% for CBYYX. At a 0.11 correlation, their price movements are largely independent. CBUDX charges 0.89%/yr vs 1.46%/yr for CBYYX.
Performance
CBUDX vs. CBYYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUDX achieves a 1.64% return, which is significantly lower than CBYYX's 2.82% return.
CBUDX
- 1D
- -0.10%
- 1M
- 0.23%
- YTD
- 1.64%
- 6M
- 1.84%
- 1Y
- 4.33%
- 3Y*
- 5.32%
- 5Y*
- —
- 10Y*
- —
CBYYX
- 1D
- 0.09%
- 1M
- 0.80%
- YTD
- 2.82%
- 6M
- 3.01%
- 1Y
- 11.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUDX vs. CBYYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CBUDX CrossingBridge Ultra-Short Duration Fund | 1.64% | 5.25% | 5.83% | 2.06% |
CBYYX Victory Pioneer Cat Bond Fund Class Y | 2.82% | 11.09% | 15.69% | 3.43% |
Correlation
The correlation between CBUDX and CBYYX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2023 | 0.11 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CBUDX vs. CBYYX — Risk / Return Rank
CBUDX
CBYYX
CBUDX vs. CBYYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Ultra-Short Duration Fund (CBUDX) and Victory Pioneer Cat Bond Fund Class Y (CBYYX). 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.
| CBUDX | CBYYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.97 | ||
| Sortino ratioReturn per unit of downside risk | -21.98 | ||
| Omega ratioGain probability vs. loss probability | 3.94 | 9.43 | -5.49 |
| Calmar ratioReturn relative to maximum drawdown | 11.11 | 123.18 | -112.07 |
| Martin ratioReturn relative to average drawdown | 74.62 | 444.54 | -369.92 |
Loading charts...
Drawdowns
CBUDX vs. CBYYX - Drawdown Comparison
The maximum CBUDX drawdown since its inception was -0.40%, smaller than the maximum CBYYX drawdown of -8.72%. Use the drawdown chart below to compare losses from any high point for CBUDX and CBYYX.
Loading charts...
Drawdown Indicators
| CBUDX | CBYYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.40% | -8.72% | +8.32% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -0.09% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -0.40% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | 0.00% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.03% | -1.28% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.06% | 0.03% | +0.03% |
Volatility
CBUDX vs. CBYYX - Volatility Comparison
CrossingBridge Ultra-Short Duration Fund (CBUDX) has a higher volatility of 0.29% compared to Victory Pioneer Cat Bond Fund Class Y (CBYYX) at 0.21%. This indicates that CBUDX's price experiences larger fluctuations and is considered to be riskier than CBYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CBUDX | CBYYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.29% | 0.21% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 0.69% | 0.62% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.86% | 1.22% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.92% | 8.14% | -7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.92% | 8.14% | -7.22% |
CBUDX vs. CBYYX - Expense Ratio Comparison
CBUDX has a 0.89% expense ratio, which is lower than CBYYX's 1.46% expense ratio.
Dividends
CBUDX vs. CBYYX - Dividend Comparison
CBUDX's dividend yield for the trailing twelve months is around 4.44%, less than CBYYX's 8.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CBUDX CrossingBridge Ultra-Short Duration Fund | 4.44% | 4.61% | 5.68% | 5.67% | 2.94% | 0.16% |
CBYYX Victory Pioneer Cat Bond Fund Class Y | 8.89% | 9.14% | 10.33% | 9.41% | 0.00% | 0.00% |
Frequently Asked Questions
CBUDX and CBYYX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBUDX has higher volatility (0.29%) compared to CBYYX (0.21%). In terms of maximum drawdown, CBUDX dropped -0.40% vs CBYYX's -8.72%.
CBYYX currently has the higher Sharpe Ratio (9.18 vs 5.21), 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.
Find the right allocation for CBUDX and CBYYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer