QDIBX vs. APBDX
Compare and contrast key facts about Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and Cavanal Hill Bond Fund (APBDX).
QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. APBDX is managed by Cavanal Hill funds. It was launched on Sep 28, 1990.
Performance
QDIBX vs. APBDX - Performance Comparison
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QDIBX vs. APBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | -0.22% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
APBDX Cavanal Hill Bond Fund | -0.56% | 6.49% | 1.90% | 5.47% | -13.46% | -1.57% | 6.67% | -0.23% |
Returns By Period
In the year-to-date period, QDIBX achieves a -0.22% return, which is significantly higher than APBDX's -0.56% return.
QDIBX
- 1D
- 0.45%
- 1M
- -1.98%
- YTD
- -0.22%
- 6M
- 1.00%
- 1Y
- 4.31%
- 3Y*
- 4.20%
- 5Y*
- 0.43%
- 10Y*
- —
APBDX
- 1D
- 0.59%
- 1M
- -2.19%
- YTD
- -0.56%
- 6M
- 0.48%
- 1Y
- 3.26%
- 3Y*
- 3.31%
- 5Y*
- -0.10%
- 10Y*
- 1.09%
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QDIBX vs. APBDX - Expense Ratio Comparison
QDIBX has a 0.03% expense ratio, which is lower than APBDX's 0.72% expense ratio.
Return for Risk
QDIBX vs. APBDX — Risk / Return Rank
QDIBX
APBDX
QDIBX vs. APBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and Cavanal Hill Bond Fund (APBDX). 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.
| QDIBX | APBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.81 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.17 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.35 | +0.64 |
Martin ratioReturn relative to average drawdown | 5.89 | 3.64 | +2.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QDIBX | APBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.81 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | -0.02 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 1.01 | -0.84 |
Correlation
The correlation between QDIBX and APBDX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
QDIBX vs. APBDX - Dividend Comparison
QDIBX's dividend yield for the trailing twelve months is around 3.51%, more than APBDX's 3.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.51% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APBDX Cavanal Hill Bond Fund | 3.34% | 3.54% | 3.45% | 2.65% | 2.41% | 1.85% | 1.79% | 2.24% | 2.16% | 1.62% | 1.97% | 1.79% |
Drawdowns
QDIBX vs. APBDX - Drawdown Comparison
The maximum QDIBX drawdown since its inception was -19.63%, which is greater than APBDX's maximum drawdown of -18.21%. Use the drawdown chart below to compare losses from any high point for QDIBX and APBDX.
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Drawdown Indicators
| QDIBX | APBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.63% | -18.21% | -1.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -2.90% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -18.21% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.21% | — |
Current DrawdownCurrent decline from peak | -1.98% | -3.09% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -2.58% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.08% | -0.21% |
Volatility
QDIBX vs. APBDX - Volatility Comparison
Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) has a higher volatility of 1.51% compared to Cavanal Hill Bond Fund (APBDX) at 1.41%. This indicates that QDIBX's price experiences larger fluctuations and is considered to be riskier than APBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDIBX | APBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.41% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 2.51% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 4.46% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 5.70% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 4.72% | +1.60% |