RBBAX vs. BERIX
Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and Chartwell Income Fund (BERIX).
RBBAX is managed by Columbia. It was launched on Feb 15, 2006. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
RBBAX vs. BERIX - Performance Comparison
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RBBAX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | -0.23% | 11.15% | 4.96% | 9.02% | -12.87% | 6.08% | 10.15% | 13.77% | -2.66% | 7.51% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, RBBAX achieves a -0.23% return, which is significantly lower than BERIX's 3.53% return. Both investments have delivered pretty close results over the past 10 years, with RBBAX having a 5.08% annualized return and BERIX not far behind at 4.99%.
RBBAX
- 1D
- 0.16%
- 1M
- -3.78%
- YTD
- -0.23%
- 6M
- 1.53%
- 1Y
- 8.74%
- 3Y*
- 7.43%
- 5Y*
- 2.72%
- 10Y*
- 5.08%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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RBBAX vs. BERIX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
RBBAX vs. BERIX — Risk / Return Rank
RBBAX
BERIX
RBBAX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) and Chartwell Income Fund (BERIX). 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.
| RBBAX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.54 | -0.92 |
Sortino ratioReturn per unit of downside risk | 2.24 | 3.26 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.52 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 4.62 | -2.55 |
Martin ratioReturn relative to average drawdown | 8.52 | 17.20 | -8.69 |
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
| RBBAX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.54 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.84 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.84 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 1.07 | -0.25 |
Correlation
The correlation between RBBAX and BERIX is 0.84, 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
RBBAX vs. BERIX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.67%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.67% | 3.85% | 3.95% | 3.82% | 4.94% | 4.73% | 4.07% | 3.90% | 3.92% | 3.47% | 3.01% | 6.84% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
RBBAX vs. BERIX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for RBBAX and BERIX.
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Drawdown Indicators
| RBBAX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -20.34% | -2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -4.27% | -2.95% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -15.73% | -2.33% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -20.34% | +2.28% |
Current DrawdownCurrent decline from peak | -3.78% | -1.25% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -2.60% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.79% | +0.25% |
Volatility
RBBAX vs. BERIX - Volatility Comparison
Columbia Income Builder Fund (RBBAX) has a higher volatility of 2.05% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that RBBAX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBBAX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 1.47% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | 4.28% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 5.38% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 5.94% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 6.00% | -0.20% |