CMUVX vs. CRDSX

Last updated Apr 3, 2026

Compare and contrast key facts about Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) and Catholic Responsible Investments Short Duration Bond Fund (CRDSX).

CMUVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. CRDSX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021.

Performance

CMUVX vs. CRDSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) and Catholic Responsible Investments Short Duration Bond Fund (CRDSX). The values are adjusted to include any dividend payments, if applicable.

CMUVX vs. CRDSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CMUVX Catholic Responsible Investments Magnus 75/25 Fund	-1.44%	14.69%	13.39%	19.07%	-10.91%
CRDSX Catholic Responsible Investments Short Duration Bond Fund	-0.06%	5.51%	4.81%	5.02%	-2.53%

Returns By Period

In the year-to-date period, CMUVX achieves a -1.44% return, which is significantly lower than CRDSX's -0.06% return.

CMUVX

• 1D: 0.79%
• 1M: -2.84%
• YTD: -1.44%
• 6M: -0.08%
• 1Y: 14.11%
• 3Y*: 12.79%
• 5Y*: —
• 10Y*: —

CRDSX

• 1D: 0.00%
• 1M: -0.72%
• YTD: -0.06%
• 6M: 0.91%
• 1Y: 3.68%
• 3Y*: 4.61%
• 5Y*: —
• 10Y*: —

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

CMUVX vs. CRDSX - Expense Ratio Comparison

CMUVX has a 0.15% expense ratio, which is lower than CRDSX's 0.35% expense ratio.

CRDSX

Catholic Responsible Investments Short Duration Bond Fund

CMUVX

Catholic Responsible Investments Magnus 75/25 Fund

Return for Risk

CMUVX vs. CRDSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CMUVX

CMUVX Risk / Return Rank: 51
CMUVX Sharpe Ratio Rank: 48
CMUVX Sortino Ratio Rank: 49
CMUVX Omega Ratio Rank: 48
CMUVX Calmar Ratio Rank: 49
CMUVX Martin Ratio Rank: 59

CRDSX

CRDSX Risk / Return Rank: 95
CRDSX Sharpe Ratio Rank: 94
CRDSX Sortino Ratio Rank: 96
CRDSX Omega Ratio Rank: 95
CRDSX Calmar Ratio Rank: 95
CRDSX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CMUVX vs. CRDSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) and Catholic Responsible Investments Short Duration Bond Fund (CRDSX). 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.

	CMUVX	CRDSX	Difference
Sharpe ratio Return per unit of total volatility	1.08	2.28	-1.20
Sortino ratio Return per unit of downside risk	1.61	3.51	-1.90
Omega ratio Gain probability vs. loss probability	1.24	1.54	-0.31
Calmar ratio Return relative to maximum drawdown	1.58	3.69	-2.11
Martin ratio Return relative to average drawdown	7.22	15.71	-8.49
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CMUVX vs. CRDSX - Sharpe Ratio Comparison

The current CMUVX Sharpe Ratio is 1.08, which is lower than the CRDSX Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of CMUVX and CRDSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CMUVX	CRDSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	2.28	-1.20
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	1.47	-0.99

Correlation

The correlation between CMUVX and CRDSX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

CMUVX vs. CRDSX - Dividend Comparison

CMUVX's dividend yield for the trailing twelve months is around 36.67%, more than CRDSX's 3.95% yield.

	TTM	2025	2024	2023	2022	2021
CMUVX Catholic Responsible Investments Magnus 75/25 Fund	36.67%	36.14%	2.54%	2.03%	2.47%	0.06%
CRDSX Catholic Responsible Investments Short Duration Bond Fund	3.95%	4.32%	4.38%	3.50%	1.89%	0.00%

Drawdowns

CMUVX vs. CRDSX - Drawdown Comparison

The maximum CMUVX drawdown since its inception was -23.51%, which is greater than CRDSX's maximum drawdown of -4.22%. Use the drawdown chart below to compare losses from any high point for CMUVX and CRDSX.

Drawdown Indicators

	CMUVX	CRDSX	Difference
Max Drawdown Largest peak-to-trough decline	-23.51%	-4.22%	-19.29%
Max Drawdown (1Y) Largest decline over 1 year	-7.59%	-1.02%	-6.57%
Current Drawdown Current decline from peak	-4.81%	-0.92%	-3.89%
Average Drawdown Average peak-to-trough decline	-6.48%	-0.86%	-5.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.12%	0.24%	+1.88%

Volatility

CMUVX vs. CRDSX - Volatility Comparison

Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) has a higher volatility of 4.58% compared to Catholic Responsible Investments Short Duration Bond Fund (CRDSX) at 0.59%. This indicates that CMUVX's price experiences larger fluctuations and is considered to be riskier than CRDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CMUVX	CRDSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.58%	0.59%	+3.99%
Volatility (6M) Calculated over the trailing 6-month period	7.63%	1.00%	+6.63%
Volatility (1Y) Calculated over the trailing 1-year period	13.75%	1.62%	+12.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.24%	2.05%	+11.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.24%	2.05%	+11.19%