KIO vs. CBLDX
KIO (KKR Income Opportunities Fund) and CBLDX (CrossingBridge Low Duration High Yield Fund) are both Multisector Bonds funds. Over the past 5 years, KIO returned 3.32%/yr vs 5.09%/yr for CBLDX. Their 0.22 correlation means their historical movements had little consistent relationship. KIO charges 0.04%/yr vs 0.88%/yr for CBLDX.
Performance
KIO vs. CBLDX - Performance Comparison
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Returns By Period
In the year-to-date period, KIO achieves a 2.31% return, which is significantly higher than CBLDX's 1.66% return.
KIO
- 1D
- -0.09%
- 1M
- -2.13%
- 6M
- 0.38%
- YTD
- 2.31%
- 1Y
- -2.19%
- 3Y*
- 9.61%
- 5Y*
- 3.32%
- 10Y*
- 7.21%
- ALL TIME*
- 5.87%
CBLDX
- 1D
- 0.00%
- 1M
- 0.36%
- 6M
- 1.14%
- YTD
- 1.66%
- 1Y
- 3.81%
- 3Y*
- 6.11%
- 5Y*
- 5.09%
- 10Y*
- —
- ALL TIME*
- 4.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $2.83M | $2.45M | $2.07M |
KIO vs. CBLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
KIO KKR Income Opportunities Fund | 2.31% | -2.49% | 18.45% | 31.53% | -28.25% | 26.82% | 2.04% | 21.92% | -2.32% |
CBLDX CrossingBridge Low Duration High Yield Fund | 1.66% | 6.04% | 7.11% | 7.71% | 0.66% | 7.44% | 3.59% | 3.50% | 1.67% |
Correlation
The correlation between KIO and CBLDX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2018 | 0.22 |
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Return for Risk
KIO vs. CBLDX — Risk / Return Rank
KIO
CBLDX
KIO vs. CBLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR Income Opportunities Fund (KIO) 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.
| KIO | CBLDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.71 | ||
| Sortino ratioReturn per unit of downside risk | -3.75 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.67 | -0.70 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 5.11 | -5.31 |
| Martin ratioReturn relative to average drawdown | -0.43 | 16.19 | -16.62 |
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Drawdowns
KIO vs. CBLDX - Drawdown Comparison
The maximum KIO drawdown since its inception was -43.87%, which is greater than CBLDX's maximum drawdown of -8.15%. Use the drawdown chart below to compare losses from any high point for KIO and CBLDX.
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Drawdown Indicators
| KIO | CBLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.87% | -8.15% | -35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -0.73% | -10.28% |
Max Drawdown (3Y)Largest decline over 3 years | -22.85% | -1.05% | -21.80% |
Max Drawdown (5Y)Largest decline over 5 years | -31.87% | -1.88% | -29.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.87% | — | — |
Current DrawdownCurrent decline from peak | -8.92% | -0.27% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -0.31% | -7.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 0.23% | +4.93% |
Volatility
KIO vs. CBLDX - Volatility Comparison
KKR Income Opportunities Fund (KIO) has a higher volatility of 2.61% compared to CrossingBridge Low Duration High Yield Fund (CBLDX) at 0.35%. This indicates that KIO'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
| KIO | CBLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 0.35% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 1.22% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 1.49% | +8.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.19% | 1.60% | +11.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 1.82% | +14.52% |
KIO vs. CBLDX - Expense Ratio Comparison
KIO has a 0.04% expense ratio, which is lower than CBLDX's 0.88% expense ratio.
Dividends
KIO vs. CBLDX - Dividend Comparison
KIO's dividend yield for the trailing twelve months is around 13.25%, more than CBLDX's 5.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 5.67% | 6.43% | 7.12% | 7.65% | 5.07% | 5.13% | 3.97% | 2.85% | 2.18% | 0.00% | 0.00% | 0.00% |
KIO KKR Income Opportunities Fund | 13.25% | 12.58% | 10.90% | 11.32% | 11.44% | 7.45% | 10.12% | 9.51% | 10.53% | 9.66% | 9.92% | 10.81% |
Frequently Asked Questions
KIO and CBLDX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KIO has higher volatility (2.61%) compared to CBLDX (0.35%). In terms of maximum drawdown, KIO dropped -43.87% vs CBLDX's -8.15%.
CBLDX currently has the higher Sharpe Ratio (2.50 vs -0.21), 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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