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FMFIX vs. DLDFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FMFIX vs. DLDFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBB Free Market Fixed Income Fund (FMFIX) and Destinations Low Duration Fixed Income Fund (DLDFX). The values are adjusted to include any dividend payments, if applicable.

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FMFIX vs. DLDFX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FMFIX
RBB Free Market Fixed Income Fund
0.20%4.88%0.71%5.43%-6.52%-1.06%3.28%1.74%
DLDFX
Destinations Low Duration Fixed Income Fund
1.24%4.91%6.09%7.11%-2.59%5.41%1.52%1.16%

Returns By Period

In the year-to-date period, FMFIX achieves a 0.20% return, which is significantly lower than DLDFX's 1.24% return.


FMFIX

1D
0.20%
1M
-0.89%
YTD
0.20%
6M
0.95%
1Y
3.59%
3Y*
3.08%
5Y*
0.84%
10Y*
1.22%

DLDFX

1D
0.04%
1M
-0.28%
YTD
1.24%
6M
2.37%
1Y
5.86%
3Y*
5.82%
5Y*
3.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FMFIX vs. DLDFX - Expense Ratio Comparison

FMFIX has a 0.68% expense ratio, which is lower than DLDFX's 0.93% expense ratio.


Return for Risk

FMFIX vs. DLDFX — Risk / Return Rank

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

FMFIX
FMFIX Risk / Return Rank: 9595
Overall Rank
FMFIX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FMFIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
FMFIX Omega Ratio Rank: 9393
Omega Ratio Rank
FMFIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
FMFIX Martin Ratio Rank: 9696
Martin Ratio Rank

DLDFX
DLDFX Risk / Return Rank: 9898
Overall Rank
DLDFX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DLDFX Sortino Ratio Rank: 9898
Sortino Ratio Rank
DLDFX Omega Ratio Rank: 9898
Omega Ratio Rank
DLDFX Calmar Ratio Rank: 9898
Calmar Ratio Rank
DLDFX Martin Ratio Rank: 9898
Martin Ratio Rank
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.

FMFIX vs. DLDFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBB Free Market Fixed Income Fund (FMFIX) and Destinations Low Duration Fixed Income Fund (DLDFX). 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.


FMFIXDLDFXDifference

Sharpe ratio

Return per unit of total volatility

2.18

3.11

-0.93

Sortino ratio

Return per unit of downside risk

3.20

5.29

-2.10

Omega ratio

Gain probability vs. loss probability

1.46

1.99

-0.54

Calmar ratio

Return relative to maximum drawdown

3.52

4.37

-0.86

Martin ratio

Return relative to average drawdown

14.31

22.98

-8.67

FMFIX vs. DLDFX - Sharpe Ratio Comparison

The current FMFIX Sharpe Ratio is 2.18, which is comparable to the DLDFX Sharpe Ratio of 3.11. The chart below compares the historical Sharpe Ratios of FMFIX and DLDFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FMFIXDLDFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

3.11

-0.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

2.20

-1.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

1.73

-1.12

Correlation

The correlation between FMFIX and DLDFX is 0.37, 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

FMFIX vs. DLDFX - Dividend Comparison

FMFIX's dividend yield for the trailing twelve months is around 3.67%, less than DLDFX's 5.50% yield.


TTM20252024202320222021202020192018201720162015
FMFIX
RBB Free Market Fixed Income Fund
3.67%3.49%0.71%2.75%1.35%0.37%1.22%1.44%2.45%1.25%0.58%0.39%
DLDFX
Destinations Low Duration Fixed Income Fund
5.50%5.29%5.64%4.77%4.54%3.74%3.86%2.18%0.00%0.00%0.00%0.00%

Drawdowns

FMFIX vs. DLDFX - Drawdown Comparison

The maximum FMFIX drawdown since its inception was -9.35%, which is greater than DLDFX's maximum drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for FMFIX and DLDFX.


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Drawdown Indicators


FMFIXDLDFXDifference

Max Drawdown

Largest peak-to-trough decline

-9.35%

-8.64%

-0.71%

Max Drawdown (1Y)

Largest decline over 1 year

-1.09%

-1.08%

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-9.26%

-3.88%

-5.38%

Max Drawdown (10Y)

Largest decline over 10 years

-9.35%

Current Drawdown

Current decline from peak

-0.89%

-0.49%

-0.40%

Average Drawdown

Average peak-to-trough decline

-1.23%

-0.72%

-0.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.27%

0.25%

+0.02%

Volatility

FMFIX vs. DLDFX - Volatility Comparison

RBB Free Market Fixed Income Fund (FMFIX) has a higher volatility of 0.69% compared to Destinations Low Duration Fixed Income Fund (DLDFX) at 0.47%. This indicates that FMFIX's price experiences larger fluctuations and is considered to be riskier than DLDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FMFIXDLDFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

0.47%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

1.06%

1.28%

-0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

1.70%

1.91%

-0.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.86%

1.79%

+1.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.43%

2.09%

+0.34%