QDVBX vs. CFBNX
Compare and contrast key facts about Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) and Commerce Bond Fund (CFBNX).
QDVBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. CFBNX is managed by Commerce. It was launched on Dec 12, 1994.
Performance
QDVBX vs. CFBNX - Performance Comparison
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QDVBX vs. CFBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | -0.11% | 7.64% | 1.62% | 6.37% | -14.31% | -0.37% | 6.70% | -0.10% |
CFBNX Commerce Bond Fund | -0.57% | 7.12% | 1.52% | 5.97% | -13.30% | -0.56% | 7.15% | -0.07% |
Returns By Period
In the year-to-date period, QDVBX achieves a -0.11% return, which is significantly higher than CFBNX's -0.57% return.
QDVBX
- 1D
- 0.57%
- 1M
- -1.34%
- YTD
- -0.11%
- 6M
- 0.77%
- 1Y
- 3.97%
- 3Y*
- 4.12%
- 5Y*
- 0.30%
- 10Y*
- —
CFBNX
- 1D
- 0.50%
- 1M
- -1.96%
- YTD
- -0.57%
- 6M
- 0.15%
- 1Y
- 3.50%
- 3Y*
- 3.60%
- 5Y*
- 0.28%
- 10Y*
- 1.98%
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QDVBX vs. CFBNX - Expense Ratio Comparison
QDVBX has a 0.04% expense ratio, which is lower than CFBNX's 0.60% expense ratio.
Return for Risk
QDVBX vs. CFBNX — Risk / Return Rank
QDVBX
CFBNX
QDVBX vs. CFBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) and Commerce Bond Fund (CFBNX). 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.
| QDVBX | CFBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.99 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.41 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.66 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.75 | 5.01 | +0.74 |
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
| QDVBX | CFBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.99 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.05 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 1.07 | -0.92 |
Correlation
The correlation between QDVBX and CFBNX is 0.91, 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
QDVBX vs. CFBNX - Dividend Comparison
QDVBX's dividend yield for the trailing twelve months is around 3.51%, more than CFBNX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | 3.51% | 3.51% | 3.52% | 3.66% | 2.56% | 1.70% | 3.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CFBNX Commerce Bond Fund | 3.29% | 3.54% | 2.94% | 2.67% | 2.40% | 3.02% | 2.71% | 3.14% | 3.25% | 3.23% | 3.40% | 3.52% |
Drawdowns
QDVBX vs. CFBNX - Drawdown Comparison
The maximum QDVBX drawdown since its inception was -19.86%, which is greater than CFBNX's maximum drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for QDVBX and CFBNX.
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Drawdown Indicators
| QDVBX | CFBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.86% | -17.90% | -1.96% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.93% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -17.90% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -2.20% | -2.44% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -2.11% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.97% | -0.07% |
Volatility
QDVBX vs. CFBNX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) is 1.48%, while Commerce Bond Fund (CFBNX) has a volatility of 1.61%. This indicates that QDVBX experiences smaller price fluctuations and is considered to be less risky than CFBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVBX | CFBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.48% | 1.61% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 2.55% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.41% | 4.34% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 5.53% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.29% | 4.68% | +1.61% |