MSTRX vs. CRPT

In the year-to-date period, MSTRX achieves a 1.35% return, which is significantly lower than CRPT's 12.57% return.

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MSTRX has a 0.55% expense ratio, which is lower than CRPT's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morningstar Total Return Bond Fund (MSTRX) and First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT). 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.

The current MSTRX Sharpe Ratio is 0.97, which is higher than the CRPT Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of MSTRX and CRPT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSTRX's dividend yield for the trailing twelve months is around 3.58%, more than CRPT's 1.64% yield.

The maximum MSTRX drawdown since its inception was -20.98%, smaller than the maximum CRPT drawdown of -88.34%. Use the drawdown chart below to compare losses from any high point for MSTRX and CRPT.

The current volatility for Morningstar Total Return Bond Fund (MSTRX) is 1.41%, while First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT) has a volatility of 22.74%. This indicates that MSTRX experiences smaller price fluctuations and is considered to be less risky than CRPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.