Correlation
The correlation between RSIIX and CBLDX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
RSIIX vs. CBLDX
Compare and contrast key facts about RiverPark Strategic Income Fund (RSIIX) and CrossingBridge Low Duration High Yield Fund (CBLDX).
RSIIX is managed by RiverPark Funds. It was launched on Sep 30, 2013. CBLDX is managed by CrossingBridge. It was launched on Jan 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSIIX or CBLDX.
Performance
RSIIX vs. CBLDX - Performance Comparison
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Key characteristics
RSIIX:
4.09
CBLDX:
5.32
RSIIX:
5.42
CBLDX:
7.26
RSIIX:
2.21
CBLDX:
2.72
RSIIX:
3.67
CBLDX:
5.74
RSIIX:
17.52
CBLDX:
32.52
RSIIX:
0.36%
CBLDX:
0.17%
RSIIX:
1.57%
CBLDX:
1.04%
RSIIX:
-15.55%
CBLDX:
-8.16%
RSIIX:
-0.44%
CBLDX:
-0.38%
Returns By Period
In the year-to-date period, RSIIX achieves a 1.65% return, which is significantly lower than CBLDX's 1.92% return.
RSIIX
1.65%
0.50%
2.17%
6.37%
5.41%
7.92%
4.44%
CBLDX
1.92%
0.43%
2.28%
5.47%
6.04%
6.25%
N/A
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RSIIX vs. CBLDX - Expense Ratio Comparison
RSIIX has a 1.18% expense ratio, which is higher than CBLDX's 0.88% expense ratio.
Risk-Adjusted Performance
RSIIX vs. CBLDX — Risk-Adjusted Performance Rank
RSIIX
CBLDX
RSIIX vs. CBLDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Strategic Income Fund (RSIIX) 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.
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Dividends
RSIIX vs. CBLDX - Dividend Comparison
RSIIX's dividend yield for the trailing twelve months is around 6.70%, more than CBLDX's 5.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSIIX RiverPark Strategic Income Fund | 6.70% | 7.67% | 7.61% | 6.58% | 5.12% | 5.77% | 4.84% | 4.59% | 4.98% | 5.52% | 6.57% | 5.47% |
CBLDX CrossingBridge Low Duration High Yield Fund | 5.86% | 7.12% | 7.66% | 5.32% | 5.14% | 3.96% | 2.86% | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSIIX vs. CBLDX - Drawdown Comparison
The maximum RSIIX drawdown since its inception was -15.55%, which is greater than CBLDX's maximum drawdown of -8.16%. Use the drawdown chart below to compare losses from any high point for RSIIX and CBLDX.
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Volatility
RSIIX vs. CBLDX - Volatility Comparison
RiverPark Strategic Income Fund (RSIIX) has a higher volatility of 0.82% compared to CrossingBridge Low Duration High Yield Fund (CBLDX) at 0.59%. This indicates that RSIIX'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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