Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDBCX (DIVERSIFIED BOND FUND C CLASS) | -0.64% | 3.92% | 2.72% | -1.29% | 0.00% | 0.78% | 2.00% | … | … |
Data as of 06/03/2026, Common starting date is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDBCX (DIVERSIFIED BOND FUND C CLASS) | 02/11/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.92 | 2.72 | -1.29 | 0.00 | 0.78 | 2.00 | … | … | -0.64 | 6.13 | 0.32 | 4.26 | -14.74 | -2.76 | 4.10 | 7.33 | -2.44 | 2.31 | 1.62 | -0.79 | 4.88 | -3.36 | 4.06 | 6.25 | 5.04 | 6.10 | 4.91 | 6.37 | 2.76 | 1.26 | 2.33 | 1.80 |
| Sharpe Ratio | NA | 0.43 | -0.02 | -0.63 | -0.31 | NA | NA | … | … | -0.87 | 0.70 | -0.59 | 0.08 | -2.15 | -0.80 | 0.67 | 1.70 | -1.45 | 0.57 | 0.45 | -0.23 | 2.16 | -1.05 | 1.69 | 1.49 | 1.27 | 1.41 | 0.62 | 0.76 | -0.21 | -0.33 | 0.38 | 0.32 |
| Standard Deviation(%) | NA | 3.94 | 5.58 | 6.06 | 5.05 | NA | NA | … | … | 4.08 | 4.63 | 5.63 | 7.67 | 7.54 | 3.49 | 5.71 | 3.44 | 2.65 | 2.91 | 3.11 | 3.63 | 2.25 | 3.22 | 2.39 | 4.18 | 3.90 | 4.25 | 6.36 | 4.28 | 3.11 | 3.05 | 3.58 | 4.17 |
| Draw Down(%) | NA | 3.12 | 7.15 | 21.00 | 23.36 | NA | NA | … | … | 3.12 | 2.93 | 4.66 | 8.78 | 18.21 | 3.47 | 7.56 | 2.16 | 4.31 | 1.61 | 4.72 | 3.40 | 1.10 | 5.50 | 1.24 | 1.60 | 3.57 | 1.83 | 5.14 | 2.82 | 2.59 | 2.62 | 4.57 | 4.94 |
| Yield(%) | 0.00 | 3.13 | 3.19 | 2.11 | 1.64 | 1.85 | 2.46 | … | … | 1.09 | 3.48 | 3.32 | 2.84 | 1.29 | 0.51 | 0.63 | 1.50 | 1.55 | 1.18 | 1.54 | 1.60 | 1.53 | 2.04 | 2.58 | 4.03 | 3.12 | 2.82 | 4.93 | 3.52 | 3.48 | 2.82 | 3.48 | 2.54 |
Data as of 06/03/2026, Common starting date is 02/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDBCX (DIVERSIFIED BOND FUND C CLASS) |
-7.81%
Oct 2020 – Oct 2023 |
-2.74%
Jul 2020 – Jul 2025 |
-0.86%
Oct 2012 – Oct 2022 |
0.76%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDBCX (DIVERSIFIED BOND FUND C CLASS) |
7.65%
Oct 2008 – Oct 2011 |
6.33%
Jul 2007 – Jul 2012 |
4.20%
Jun 2006 – Jun 2016 |
3.45%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart