CRDSX vs. GPICX

Last updated Apr 2, 2026

Compare and contrast key facts about Catholic Responsible Investments Short Duration Bond Fund (CRDSX) and GuidepathConservative Income Fund (GPICX).

CRDSX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. GPICX is managed by GuidePath. It was launched on Apr 30, 2018.

Performance

CRDSX vs. GPICX - Performance Comparison

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

CRDSX vs. GPICX - 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%
GPICX GuidepathConservative Income Fund	0.31%	3.49%	4.73%	4.87%	-1.27%

Returns By Period

In the year-to-date period, CRDSX achieves a -0.06% return, which is significantly lower than GPICX's 0.31% return.

CRDSX

• 1D: 0.10%
• 1M: -0.72%
• YTD: -0.06%
• 6M: 0.91%
• 1Y: 3.68%
• 3Y*: 4.61%
• 5Y*: —
• 10Y*: —

GPICX

• 1D: 0.10%
• 1M: -0.04%
• YTD: 0.31%
• 6M: 1.09%
• 1Y: 2.86%
• 3Y*: 4.05%
• 5Y*: 2.33%
• 10Y*: —

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

CRDSX vs. GPICX - Expense Ratio Comparison

CRDSX has a 0.35% expense ratio, which is lower than GPICX's 0.75% expense ratio.

GPICX

GuidepathConservative Income Fund

CRDSX

Catholic Responsible Investments Short Duration Bond Fund

Return for Risk

CRDSX vs. GPICX — Risk / Return Rank

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

CRDSX

CRDSX Risk / Return Rank: 96
CRDSX Sharpe Ratio Rank: 95
CRDSX Sortino Ratio Rank: 97
CRDSX Omega Ratio Rank: 96
CRDSX Calmar Ratio Rank: 96
CRDSX Martin Ratio Rank: 96

GPICX

GPICX Risk / Return Rank: 98
GPICX Sharpe Ratio Rank: 96
GPICX Sortino Ratio Rank: 97
GPICX Omega Ratio Rank: 98
GPICX Calmar Ratio Rank: 98
GPICX Martin Ratio Rank: 99

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.

CRDSX vs. GPICX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Short Duration Bond Fund (CRDSX) and GuidepathConservative Income Fund (GPICX). 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	GPICX	Difference
Sharpe ratio Return per unit of total volatility	2.35	2.51	-0.17
Sortino ratio Return per unit of downside risk	3.61	3.71	-0.09
Omega ratio Gain probability vs. loss probability	1.56	1.94	-0.39
Calmar ratio Return relative to maximum drawdown	3.69	5.53	-1.84
Martin ratio Return relative to average drawdown	16.19	32.23	-16.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CRDSX vs. GPICX - Sharpe Ratio Comparison

The current CRDSX Sharpe Ratio is 2.35, which is comparable to the GPICX Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of CRDSX and GPICX, 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

	CRDSX	GPICX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.35	2.51	-0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	2.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.47	1.75	-0.28

Correlation

The correlation between CRDSX and GPICX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CRDSX vs. GPICX - Dividend Comparison

CRDSX's dividend yield for the trailing twelve months is around 3.95%, more than GPICX's 3.68% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
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%
GPICX GuidepathConservative Income Fund	3.68%	3.86%	4.53%	4.23%	1.51%	0.48%	0.57%	1.67%	1.30%

Drawdowns

CRDSX vs. GPICX - Drawdown Comparison

The maximum CRDSX drawdown since its inception was -4.22%, which is greater than GPICX's maximum drawdown of -3.10%. Use the drawdown chart below to compare losses from any high point for CRDSX and GPICX.

Drawdown Indicators

	CRDSX	GPICX	Difference
Max Drawdown Largest peak-to-trough decline	-4.22%	-3.10%	-1.12%
Max Drawdown (1Y) Largest decline over 1 year	-1.02%	-0.52%	-0.50%
Max Drawdown (5Y) Largest decline over 5 years	—	-2.79%	—
Current Drawdown Current decline from peak	-0.92%	-0.04%	-0.88%
Average Drawdown Average peak-to-trough decline	-0.86%	-0.57%	-0.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.23%	0.09%	+0.14%

Volatility

CRDSX vs. GPICX - Volatility Comparison

Catholic Responsible Investments Short Duration Bond Fund (CRDSX) has a higher volatility of 0.59% compared to GuidepathConservative Income Fund (GPICX) at 0.37%. This indicates that CRDSX's price experiences larger fluctuations and is considered to be riskier than GPICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CRDSX	GPICX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.59%	0.37%	+0.22%
Volatility (6M) Calculated over the trailing 6-month period	1.00%	0.56%	+0.44%
Volatility (1Y) Calculated over the trailing 1-year period	1.62%	1.14%	+0.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.05%	1.10%	+0.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.05%	1.07%	+0.98%