CROVX vs. CRDSX

Last updated Apr 2, 2026

Compare and contrast key facts about Catholic Responsible Investments Opportunistic Bond Fund (CROVX) and Catholic Responsible Investments Short Duration Bond Fund (CRDSX).

CROVX 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

CROVX vs. CRDSX - Performance Comparison

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

CROVX vs. CRDSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CROVX Catholic Responsible Investments Opportunistic Bond Fund	-0.01%	5.81%	5.18%	5.56%	-5.29%
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, CROVX achieves a -0.01% return, which is significantly higher than CRDSX's -0.06% return.

CROVX

• 1D: 0.11%
• 1M: -0.75%
• YTD: -0.01%
• 6M: 0.88%
• 1Y: 3.83%
• 3Y*: 4.73%
• 5Y*: —
• 10Y*: —

CRDSX

• 1D: 0.10%
• 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)

CROVX vs. CRDSX - Expense Ratio Comparison

CROVX has a 0.56% expense ratio, which is higher than CRDSX's 0.35% expense ratio.

CROVX

Catholic Responsible Investments Opportunistic Bond Fund

CRDSX

Catholic Responsible Investments Short Duration Bond Fund

Return for Risk

CROVX vs. CRDSX — Risk / Return Rank

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

CROVX

CROVX Risk / Return Rank: 95
CROVX Sharpe Ratio Rank: 93
CROVX Sortino Ratio Rank: 96
CROVX Omega Ratio Rank: 93
CROVX Calmar Ratio Rank: 95
CROVX Martin Ratio Rank: 95

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

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.

CROVX vs. CRDSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Opportunistic Bond Fund (CROVX) 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.

	CROVX	CRDSX	Difference
Sharpe ratio Return per unit of total volatility	2.20	2.35	-0.15
Sortino ratio Return per unit of downside risk	3.37	3.61	-0.25
Omega ratio Gain probability vs. loss probability	1.48	1.56	-0.07
Calmar ratio Return relative to maximum drawdown	3.45	3.69	-0.25
Martin ratio Return relative to average drawdown	14.75	16.19	-1.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CROVX vs. CRDSX - Sharpe Ratio Comparison

The current CROVX Sharpe Ratio is 2.20, which is comparable to the CRDSX Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of CROVX 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

	CROVX	CRDSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.20	2.35	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.84	1.47	-0.63

Correlation

The correlation between CROVX and CRDSX is 0.81, 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

CROVX vs. CRDSX - Dividend Comparison

CROVX's dividend yield for the trailing twelve months is around 4.11%, more than CRDSX's 3.95% yield.

	TTM	2025	2024	2023	2022
CROVX Catholic Responsible Investments Opportunistic Bond Fund	4.11%	4.57%	4.61%	4.39%	2.52%
CRDSX Catholic Responsible Investments Short Duration Bond Fund	3.95%	4.32%	4.38%	3.50%	1.89%

Drawdowns

CROVX vs. CRDSX - Drawdown Comparison

The maximum CROVX drawdown since its inception was -7.31%, which is greater than CRDSX's maximum drawdown of -4.22%. Use the drawdown chart below to compare losses from any high point for CROVX and CRDSX.

Drawdown Indicators

	CROVX	CRDSX	Difference
Max Drawdown Largest peak-to-trough decline	-7.31%	-4.22%	-3.09%
Max Drawdown (1Y) Largest decline over 1 year	-1.18%	-1.02%	-0.16%
Current Drawdown Current decline from peak	-0.96%	-0.92%	-0.04%
Average Drawdown Average peak-to-trough decline	-1.80%	-0.86%	-0.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.28%	0.23%	+0.05%

Volatility

CROVX vs. CRDSX - Volatility Comparison

The current volatility for Catholic Responsible Investments Opportunistic Bond Fund (CROVX) is 0.52%, while Catholic Responsible Investments Short Duration Bond Fund (CRDSX) has a volatility of 0.59%. This indicates that CROVX experiences smaller price fluctuations and is considered to be less risky than CRDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CROVX	CRDSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.52%	0.59%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	0.99%	1.00%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	1.85%	1.62%	+0.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.09%	2.05%	+1.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.09%	2.05%	+1.04%