CROVX vs. VSMIX
Compare and contrast key facts about Catholic Responsible Investments Opportunistic Bond Fund (CROVX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VSMIX).
CROVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. VSMIX is managed by Vanguard. It was launched on Oct 29, 1982.
Performance
CROVX vs. VSMIX - Performance Comparison
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CROVX vs. VSMIX - 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% |
VSMIX Vanguard Short-Term Investment-Grade Fund Investor Shares | 9.86% | 18.01% | 24.82% | 23.14% | 7.29% |
Returns By Period
In the year-to-date period, CROVX achieves a -0.01% return, which is significantly lower than VSMIX's 9.86% return.
CROVX
- 1D
- 0.11%
- 1M
- -0.75%
- YTD
- -0.01%
- 6M
- 0.88%
- 1Y
- 3.83%
- 3Y*
- 4.73%
- 5Y*
- —
- 10Y*
- —
VSMIX
- 1D
- 3.04%
- 1M
- -8.70%
- YTD
- 9.86%
- 6M
- 16.33%
- 1Y
- 37.85%
- 3Y*
- 25.93%
- 5Y*
- 17.87%
- 10Y*
- 15.92%
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CROVX vs. VSMIX - Expense Ratio Comparison
CROVX has a 0.56% expense ratio, which is higher than VSMIX's 0.20% expense ratio.
Return for Risk
CROVX vs. VSMIX — Risk / Return Rank
CROVX
VSMIX
CROVX vs. VSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Opportunistic Bond Fund (CROVX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VSMIX). 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 | VSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 1.47 | +0.73 |
Sortino ratioReturn per unit of downside risk | 3.37 | 2.00 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.29 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 2.04 | +1.40 |
Martin ratioReturn relative to average drawdown | 14.75 | 7.86 | +6.89 |
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
| CROVX | VSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 1.47 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.45 | +0.39 |
Correlation
The correlation between CROVX and VSMIX is 0.07, 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
CROVX vs. VSMIX - Dividend Comparison
CROVX's dividend yield for the trailing twelve months is around 4.11%, less than VSMIX's 7.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CROVX Catholic Responsible Investments Opportunistic Bond Fund | 4.11% | 4.57% | 4.61% | 4.39% | 2.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSMIX Vanguard Short-Term Investment-Grade Fund Investor Shares | 7.77% | 8.53% | 7.40% | 4.71% | 9.53% | 15.84% | 0.40% | 2.37% | 26.83% | 15.94% | 1.65% | 10.91% |
Drawdowns
CROVX vs. VSMIX - Drawdown Comparison
The maximum CROVX drawdown since its inception was -7.31%, smaller than the maximum VSMIX drawdown of -57.53%. Use the drawdown chart below to compare losses from any high point for CROVX and VSMIX.
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Drawdown Indicators
| CROVX | VSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.31% | -57.53% | +50.22% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -16.58% | +15.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.53% | — |
Current DrawdownCurrent decline from peak | -0.96% | -8.70% | +7.74% |
Average DrawdownAverage peak-to-trough decline | -1.80% | -9.58% | +7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 4.31% | -4.03% |
Volatility
CROVX vs. VSMIX - Volatility Comparison
The current volatility for Catholic Responsible Investments Opportunistic Bond Fund (CROVX) is 0.52%, while Vanguard Short-Term Investment-Grade Fund Investor Shares (VSMIX) has a volatility of 8.82%. This indicates that CROVX experiences smaller price fluctuations and is considered to be less risky than VSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CROVX | VSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 8.82% | -8.30% |
Volatility (6M)Calculated over the trailing 6-month period | 0.99% | 16.84% | -15.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 25.90% | -24.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.09% | 23.17% | -20.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.09% | 26.70% | -23.61% |