SRBFX vs. GIBIX
SRBFX (Columbia Total Return Bond Fund) and GIBIX (Guggenheim Total Return Bond Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, SRBFX returned 2.25%/yr vs 2.77%/yr for GIBIX. Their correlation of 0.90 suggests significant overlap in exposure. SRBFX charges 0.49%/yr vs 0.50%/yr for GIBIX.
Performance
SRBFX vs. GIBIX - Performance Comparison
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Returns By Period
In the year-to-date period, SRBFX achieves a 0.53% return, which is significantly higher than GIBIX's 0.30% return. Over the past 10 years, SRBFX has underperformed GIBIX with an annualized return of 2.25%, while GIBIX has yielded a comparatively higher 2.77% annualized return.
SRBFX
- 1D
- -0.26%
- 1M
- 1.01%
- YTD
- 0.53%
- 6M
- 0.82%
- 1Y
- 4.63%
- 3Y*
- 5.12%
- 5Y*
- -0.36%
- 10Y*
- 2.25%
GIBIX
- 1D
- 0.08%
- 1M
- 0.76%
- YTD
- 0.30%
- 6M
- 0.57%
- 1Y
- 4.65%
- 3Y*
- 5.25%
- 5Y*
- 0.34%
- 10Y*
- 2.77%
SRBFX vs. GIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 0.53% | 8.91% | 1.49% | 7.35% | -17.65% | 0.23% | 12.20% | 9.44% | 0.38% | 3.84% |
GIBIX Guggenheim Total Return Bond Fund | 0.30% | 8.22% | 3.18% | 7.45% | -16.38% | -0.58% | 14.94% | 4.45% | 0.89% | 6.50% |
Correlation
The correlation between SRBFX and GIBIX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.90 |
The correlation between SRBFX and GIBIX has been stable across timeframes, ranging from 0.90 to 0.98 - a consistent structural relationship.
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Return for Risk
SRBFX vs. GIBIX — Risk / Return Rank
SRBFX
GIBIX
SRBFX vs. GIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Guggenheim Total Return Bond Fund (GIBIX). 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.
| SRBFX | GIBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.67 | -0.06 |
| Martin ratioReturn relative to average drawdown | 4.61 | 4.93 | -0.32 |
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Drawdowns
SRBFX vs. GIBIX - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.34%, which is greater than GIBIX's maximum drawdown of -21.44%. Use the drawdown chart below to compare losses from any high point for SRBFX and GIBIX.
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Drawdown Indicators
| SRBFX | GIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.34% | -21.44% | -2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -2.99% | -0.14% |
Max Drawdown (3Y)Largest decline over 3 years | -6.28% | -5.93% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.97% | -21.44% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -21.44% | -1.53% |
Current DrawdownCurrent decline from peak | -3.20% | -1.50% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -3.41% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.01% | +0.08% |
Volatility
SRBFX vs. GIBIX - Volatility Comparison
Columbia Total Return Bond Fund (SRBFX) and Guggenheim Total Return Bond Fund (GIBIX) have volatilities of 1.19% and 1.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRBFX | GIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 1.23% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 3.01% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.38% | 3.94% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.64% | 5.84% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.45% | 4.78% | +0.67% |
SRBFX vs. GIBIX - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is lower than GIBIX's 0.50% expense ratio.
Dividends
SRBFX vs. GIBIX - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.87%, less than GIBIX's 5.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIBIX Guggenheim Total Return Bond Fund | 5.11% | 5.03% | 4.71% | 4.44% | 3.08% | 3.36% | 4.80% | 2.38% | 3.25% | 3.38% | 4.68% | 4.39% |
SRBFX Columbia Total Return Bond Fund | 4.87% | 4.86% | 4.11% | 3.74% | 3.72% | 3.23% | 7.56% | 4.59% | 2.85% | 2.77% | 3.93% | 3.42% |
Frequently Asked Questions
With a correlation of 0.97, SRBFX and GIBIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
GIBIX has higher volatility (1.23%) compared to SRBFX (1.19%). In terms of maximum drawdown, SRBFX dropped -24.34% vs GIBIX's -21.44%.
GIBIX currently has the higher Sharpe Ratio (1.27 vs 1.16), 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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