CRDSX vs. EVV
Compare and contrast key facts about Catholic Responsible Investments Short Duration Bond Fund (CRDSX) and Eaton Vance Limited Duration Income Fund (EVV).
CRDSX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. EVV is managed by Eaton Vance. It was launched on May 30, 2003.
Performance
CRDSX vs. EVV - Performance Comparison
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CRDSX vs. EVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CRDSX Catholic Responsible Investments Short Duration Bond Fund | -0.06% | 5.51% | 4.81% | 5.02% | -2.53% |
EVV Eaton Vance Limited Duration Income Fund | -3.01% | 10.72% | 12.22% | 13.33% | -14.90% |
Returns By Period
In the year-to-date period, CRDSX achieves a -0.06% return, which is significantly higher than EVV's -3.01% return.
CRDSX
- 1D
- 0.10%
- 1M
- -0.72%
- YTD
- -0.06%
- 6M
- 0.91%
- 1Y
- 3.68%
- 3Y*
- 4.61%
- 5Y*
- —
- 10Y*
- —
EVV
- 1D
- -0.53%
- 1M
- -3.05%
- YTD
- -3.01%
- 6M
- -3.86%
- 1Y
- 2.23%
- 3Y*
- 8.12%
- 5Y*
- 3.90%
- 10Y*
- 5.71%
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CRDSX vs. EVV - Expense Ratio Comparison
CRDSX has a 0.35% expense ratio, which is higher than EVV's 0.04% expense ratio.
Return for Risk
CRDSX vs. EVV — Risk / Return Rank
CRDSX
EVV
CRDSX vs. EVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Short Duration Bond Fund (CRDSX) and Eaton Vance Limited Duration Income Fund (EVV). 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.
| CRDSX | EVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.35 | 0.20 | +2.15 |
Sortino ratioReturn per unit of downside risk | 3.61 | 0.34 | +3.28 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.05 | +0.50 |
Calmar ratioReturn relative to maximum drawdown | 3.69 | 0.33 | +3.36 |
Martin ratioReturn relative to average drawdown | 16.19 | 1.21 | +14.97 |
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
| CRDSX | EVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 0.20 | +2.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.31 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.33 | +1.13 |
Correlation
The correlation between CRDSX and EVV is 0.19, 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
CRDSX vs. EVV - Dividend Comparison
CRDSX's dividend yield for the trailing twelve months is around 3.95%, less than EVV's 9.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDSX Catholic Responsible Investments Short Duration Bond Fund | 3.95% | 4.32% | 4.38% | 3.50% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EVV Eaton Vance Limited Duration Income Fund | 9.33% | 8.86% | 9.78% | 10.43% | 12.78% | 9.16% | 9.58% | 6.42% | 8.44% | 7.22% | 8.46% | 9.56% |
Drawdowns
CRDSX vs. EVV - Drawdown Comparison
The maximum CRDSX drawdown since its inception was -4.22%, smaller than the maximum EVV drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for CRDSX and EVV.
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Drawdown Indicators
| CRDSX | EVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.22% | -51.37% | +47.15% |
Max Drawdown (1Y)Largest decline over 1 year | -1.02% | -8.65% | +7.63% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.42% | — |
Current DrawdownCurrent decline from peak | -0.92% | -4.80% | +3.88% |
Average DrawdownAverage peak-to-trough decline | -0.86% | -6.32% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 2.35% | -2.12% |
Volatility
CRDSX vs. EVV - Volatility Comparison
The current volatility for Catholic Responsible Investments Short Duration Bond Fund (CRDSX) is 0.59%, while Eaton Vance Limited Duration Income Fund (EVV) has a volatility of 5.59%. This indicates that CRDSX experiences smaller price fluctuations and is considered to be less risky than EVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRDSX | EVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 5.59% | -5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 6.95% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 11.29% | -9.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.05% | 12.52% | -10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.05% | 15.42% | -13.37% |