PDIIX vs. CBLDX
PDIIX (PIMCO Diversified Income Fund) and CBLDX (CrossingBridge Low Duration High Yield Fund) are both Multisector Bonds funds. Over the past 5 years, PDIIX returned 2.09%/yr vs 5.09%/yr for CBLDX. Their 0.29 correlation means their historical movements had little consistent relationship. PDIIX charges 0.75%/yr vs 0.88%/yr for CBLDX.
Performance
PDIIX vs. CBLDX - Performance Comparison
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Returns By Period
In the year-to-date period, PDIIX achieves a 0.69% return, which is significantly lower than CBLDX's 1.66% return.
PDIIX
- 1D
- 0.10%
- 1M
- -1.40%
- 6M
- 0.04%
- YTD
- 0.69%
- 1Y
- 5.22%
- 3Y*
- 7.62%
- 5Y*
- 2.09%
- 10Y*
- 3.90%
- ALL TIME*
- 5.73%
CBLDX
- 1D
- -0.10%
- 1M
- 0.36%
- 6M
- 1.14%
- YTD
- 1.66%
- 1Y
- 3.81%
- 3Y*
- 6.15%
- 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 | |
| $0.00 | $0.00 | $0.00 |
PDIIX vs. CBLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PDIIX PIMCO Diversified Income Fund | 0.69% | 10.42% | 6.35% | 10.41% | -14.70% | 0.42% | 6.43% | 13.05% | -0.15% |
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 PDIIX and CBLDX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2018 | 0.29 |
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Return for Risk
PDIIX vs. CBLDX — Risk / Return Rank
PDIIX
CBLDX
PDIIX vs. CBLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Diversified Income Fund (PDIIX) 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.
| PDIIX | CBLDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.69 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 5.26 | -3.54 |
| Martin ratioReturn relative to average drawdown | 6.69 | 16.70 | -10.01 |
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Drawdowns
PDIIX vs. CBLDX - Drawdown Comparison
The maximum PDIIX drawdown since its inception was -21.96%, which is greater than CBLDX's maximum drawdown of -8.15%. Use the drawdown chart below to compare losses from any high point for PDIIX and CBLDX.
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Drawdown Indicators
| PDIIX | CBLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.96% | -8.15% | -13.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -0.73% | -2.82% |
Max Drawdown (3Y)Largest decline over 3 years | -3.94% | -1.05% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -20.50% | -1.88% | -18.62% |
Max Drawdown (10Y)Largest decline over 10 years | -20.50% | — | — |
Current DrawdownCurrent decline from peak | -1.50% | -0.27% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -0.31% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.23% | +0.68% |
Volatility
PDIIX vs. CBLDX - Volatility Comparison
PIMCO Diversified Income Fund (PDIIX) has a higher volatility of 0.91% compared to CrossingBridge Low Duration High Yield Fund (CBLDX) at 0.35%. This indicates that PDIIX'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
| PDIIX | CBLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 0.35% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 1.22% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 1.50% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.02% | 1.60% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 1.82% | +3.07% |
PDIIX vs. CBLDX - Expense Ratio Comparison
PDIIX has a 0.75% expense ratio, which is lower than CBLDX's 0.88% expense ratio.
Dividends
PDIIX vs. CBLDX - Dividend Comparison
PDIIX's dividend yield for the trailing twelve months is around 5.16%, less 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% |
PDIIX PIMCO Diversified Income Fund | 5.16% | 5.42% | 5.18% | 4.66% | 3.91% | 3.65% | 3.68% | 5.04% | 4.46% | 4.84% | 4.94% | 7.68% |
Frequently Asked Questions
PDIIX and CBLDX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PDIIX has higher volatility (0.91%) compared to CBLDX (0.35%). In terms of maximum drawdown, PDIIX dropped -21.96% vs CBLDX's -8.15%.
CBLDX currently has the higher Sharpe Ratio (2.56 vs 1.58), 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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