GOF vs. CBLDX
GOF (Guggenheim Strategic Opportunities Fund) and CBLDX (CrossingBridge Low Duration High Yield Fund) are both Multisector Bonds funds. Over the past 5 years, GOF returned 0.44%/yr vs 5.16%/yr for CBLDX. At a 0.18 correlation, their price movements are largely independent. GOF charges 1.89%/yr vs 0.88%/yr for CBLDX.
Performance
GOF vs. CBLDX - Performance Comparison
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Returns By Period
In the year-to-date period, GOF achieves a -7.25% return, which is significantly lower than CBLDX's 1.86% return.
GOF
- 1D
- -0.09%
- 1M
- 0.20%
- 6M
- -8.24%
- YTD
- -7.25%
- 1Y
- -14.42%
- 3Y*
- 2.57%
- 5Y*
- 0.44%
- 10Y*
- 7.66%
CBLDX
- 1D
- 0.00%
- 1M
- 0.03%
- 6M
- 1.54%
- YTD
- 1.86%
- 1Y
- 4.35%
- 3Y*
- 6.36%
- 5Y*
- 5.16%
- 10Y*
- —
GOF vs. CBLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | -7.25% | -1.92% | 38.04% | -3.04% | -5.78% | 4.90% | 21.51% | 10.51% | -4.61% |
CBLDX CrossingBridge Low Duration High Yield Fund | 1.86% | 6.04% | 7.11% | 7.71% | 0.66% | 7.44% | 3.59% | 3.50% | 1.67% |
Correlation
The correlation between GOF and CBLDX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2018 | 0.18 |
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Return for Risk
GOF vs. CBLDX — Risk / Return Rank
GOF
CBLDX
GOF vs. CBLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Strategic Opportunities Fund (GOF) and CrossingBridge Low Duration High Yield Fund (CBLDX). 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.
| GOF | CBLDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.90 | ||
| Sortino ratioReturn per unit of downside risk | -5.49 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.89 | -1.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 6.01 | -6.63 |
| Martin ratioReturn relative to average drawdown | -1.07 | 23.38 | -24.45 |
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Drawdowns
GOF vs. CBLDX - Drawdown Comparison
The maximum GOF drawdown since its inception was -54.66%, which is greater than CBLDX's maximum drawdown of -8.15%. Use the drawdown chart below to compare losses from any high point for GOF and CBLDX.
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Drawdown Indicators
| GOF | CBLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -8.15% | -46.51% |
Max Drawdown (1Y)Largest decline over 1 year | -23.24% | -0.73% | -22.51% |
Max Drawdown (3Y)Largest decline over 3 years | -28.56% | -1.05% | -27.51% |
Max Drawdown (5Y)Largest decline over 5 years | -32.41% | -1.88% | -30.53% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | — | — |
Current DrawdownCurrent decline from peak | -17.38% | -0.08% | -17.30% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -0.31% | -6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.50% | 0.19% | +13.31% |
Volatility
GOF vs. CBLDX - Volatility Comparison
Guggenheim Strategic Opportunities Fund (GOF) has a higher volatility of 3.35% compared to CrossingBridge Low Duration High Yield Fund (CBLDX) at 0.32%. This indicates that GOF's price experiences larger fluctuations and is considered to be riskier than CBLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GOF | CBLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 0.32% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 1.11% | +9.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 1.41% | +16.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 1.59% | +16.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 1.81% | +17.72% |
GOF vs. CBLDX - Expense Ratio Comparison
GOF has a 1.89% expense ratio, which is higher than CBLDX's 0.88% expense ratio.
Dividends
GOF vs. CBLDX - Dividend Comparison
GOF's dividend yield for the trailing twelve months is around 20.08%, more than CBLDX's 6.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 6.18% | 6.43% | 7.12% | 7.65% | 5.07% | 5.13% | 3.97% | 2.85% | 2.18% | 0.00% | 0.00% | 0.00% |
GOF Guggenheim Strategic Opportunities Fund | 20.08% | 16.97% | 14.32% | 17.07% | 14.36% | 11.93% | 11.26% | 12.08% | 11.96% | 10.13% | 11.13% | 12.98% |
Frequently Asked Questions
GOF and CBLDX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GOF has higher volatility (3.35%) compared to CBLDX (0.32%). In terms of maximum drawdown, GOF dropped -54.66% vs CBLDX's -8.15%.
CBLDX currently has the higher Sharpe Ratio (3.10 vs -0.80), 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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