See what your fund actually adds
Catholic Responsible Investments Short Duration Bond Fund Institutional Shares CRDSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CRDSX | Replication |
|---|---|---|
| Annualized growth | -3.8% | -2.8% |
| Annualized volatility | 1.3% | 1.4% |
| Sharpe ratio | -2.93 | -2.03 |
| Maximum drawdown | 0.6% | 0.6% |
| Replication fit (R²) | 0.72 · Tracking error 0.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model CRDSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGSH | FI · Short Gov | 100.0% |