DRDIX vs. WBREOX
DRDIX (Dearborn Partners Rising Dividend Fund) and WBREOX (CIT: BlackRock Equity Index Fund Class 1) are both Large Cap Blend Equities funds. Over the past year, DRDIX returned -0.71% vs 21.05% for WBREOX. At a 0.37 correlation, their price movements are largely independent. DRDIX charges 0.95%/yr vs 0.02%/yr for WBREOX.
Performance
DRDIX vs. WBREOX - Performance Comparison
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Returns By Period
In the year-to-date period, DRDIX achieves a 1.08% return, which is significantly lower than WBREOX's 10.74% return.
DRDIX
- 1D
- 0.20%
- 1M
- 1.49%
- 6M
- -0.89%
- YTD
- 1.08%
- 1Y
- -0.71%
- 3Y*
- 8.84%
- 5Y*
- 6.61%
- 10Y*
- 9.63%
WBREOX
- 1D
- -0.51%
- 1M
- 1.60%
- 6M
- 9.17%
- YTD
- 10.74%
- 1Y
- 21.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DRDIX vs. WBREOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 1.08% | 3.10% |
WBREOX CIT: BlackRock Equity Index Fund Class 1 | 10.74% | 16.64% |
Correlation
The correlation between DRDIX and WBREOX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2025 | 0.37 |
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Return for Risk
DRDIX vs. WBREOX — Risk / Return Rank
DRDIX
WBREOX
DRDIX vs. WBREOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dearborn Partners Rising Dividend Fund (DRDIX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DRDIX | WBREOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.34 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.74 | -2.79 |
| Martin ratioReturn relative to average drawdown | -0.09 | 11.74 | -11.83 |
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Drawdowns
DRDIX vs. WBREOX - Drawdown Comparison
The maximum DRDIX drawdown since its inception was -31.36%, which is greater than WBREOX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for DRDIX and WBREOX.
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Drawdown Indicators
| DRDIX | WBREOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -19.07% | -12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.69% | -8.89% | +1.20% |
Max Drawdown (3Y)Largest decline over 3 years | -11.97% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | — | — |
Current DrawdownCurrent decline from peak | -3.65% | -0.86% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -2.53% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 1.97% | +2.14% |
Volatility
DRDIX vs. WBREOX - Volatility Comparison
Dearborn Partners Rising Dividend Fund (DRDIX) has a higher volatility of 3.44% compared to CIT: BlackRock Equity Index Fund Class 1 (WBREOX) at 3.26%. This indicates that DRDIX's price experiences larger fluctuations and is considered to be riskier than WBREOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRDIX | WBREOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 3.26% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 9.92% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.28% | 12.89% | -3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 18.32% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 18.32% | -2.67% |
DRDIX vs. WBREOX - Expense Ratio Comparison
DRDIX has a 0.95% expense ratio, which is higher than WBREOX's 0.02% expense ratio.
Dividends
DRDIX vs. WBREOX - Dividend Comparison
DRDIX's dividend yield for the trailing twelve months is around 3.62%, while WBREOX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 3.62% | 3.55% | 11.15% | 0.80% | 1.88% | 2.49% | 1.21% | 1.47% | 1.55% | 1.74% | 1.11% | 1.53% |
WBREOX CIT: BlackRock Equity Index Fund Class 1 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DRDIX and WBREOX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DRDIX has higher volatility (3.44%) compared to WBREOX (3.26%). In terms of maximum drawdown, DRDIX dropped -31.36% vs WBREOX's -19.07%.
WBREOX currently has the higher Sharpe Ratio (1.89 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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