CRBVX vs. TIBDX
Compare and contrast key facts about Catholic Responsible Investments Bond Fund (CRBVX) and TIAA-CREF Core Bond Fund (TIBDX).
CRBVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. TIBDX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Performance
CRBVX vs. TIBDX - Performance Comparison
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CRBVX vs. TIBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CRBVX Catholic Responsible Investments Bond Fund | -0.29% | 6.73% | 1.94% | 5.82% | -11.09% |
TIBDX TIAA-CREF Core Bond Fund | -0.48% | 7.38% | 1.95% | 5.63% | -11.52% |
Returns By Period
In the year-to-date period, CRBVX achieves a -0.29% return, which is significantly higher than TIBDX's -0.48% return.
CRBVX
- 1D
- 0.12%
- 1M
- -1.74%
- YTD
- -0.29%
- 6M
- 0.44%
- 1Y
- 3.36%
- 3Y*
- 3.62%
- 5Y*
- —
- 10Y*
- —
TIBDX
- 1D
- 0.22%
- 1M
- -1.82%
- YTD
- -0.48%
- 6M
- 0.41%
- 1Y
- 3.86%
- 3Y*
- 3.70%
- 5Y*
- 0.18%
- 10Y*
- 2.01%
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CRBVX vs. TIBDX - Expense Ratio Comparison
CRBVX has a 0.51% expense ratio, which is higher than TIBDX's 0.29% expense ratio.
Return for Risk
CRBVX vs. TIBDX — Risk / Return Rank
CRBVX
TIBDX
CRBVX vs. TIBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Bond Fund (CRBVX) and TIAA-CREF Core Bond Fund (TIBDX). 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.
| CRBVX | TIBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.98 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.38 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.73 | -0.25 |
Martin ratioReturn relative to average drawdown | 4.19 | 5.37 | -1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRBVX | TIBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.98 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.03 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.95 | -0.87 |
Correlation
The correlation between CRBVX and TIBDX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CRBVX vs. TIBDX - Dividend Comparison
CRBVX's dividend yield for the trailing twelve months is around 3.92%, less than TIBDX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBVX Catholic Responsible Investments Bond Fund | 3.92% | 4.25% | 4.21% | 3.93% | 2.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TIBDX TIAA-CREF Core Bond Fund | 4.03% | 4.34% | 3.60% | 3.22% | 2.44% | 2.39% | 4.45% | 3.09% | 2.88% | 2.93% | 3.80% | 4.68% |
Drawdowns
CRBVX vs. TIBDX - Drawdown Comparison
The maximum CRBVX drawdown since its inception was -15.00%, smaller than the maximum TIBDX drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for CRBVX and TIBDX.
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Drawdown Indicators
| CRBVX | TIBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.00% | -18.82% | +3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -2.98% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.82% | — |
Current DrawdownCurrent decline from peak | -2.08% | -2.34% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -5.79% | -2.31% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.96% | -0.01% |
Volatility
CRBVX vs. TIBDX - Volatility Comparison
The current volatility for Catholic Responsible Investments Bond Fund (CRBVX) is 1.19%, while TIAA-CREF Core Bond Fund (TIBDX) has a volatility of 1.54%. This indicates that CRBVX experiences smaller price fluctuations and is considered to be less risky than TIBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRBVX | TIBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 1.54% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 2.25% | 2.56% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 4.25% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 5.59% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.13% | 4.71% | +1.42% |