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CFNLX vs. KTXIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CFNLX vs. KTXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Commerce National Tax-Free Intermediate Bond Fund (CFNLX) and Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CFNLX achieves a -0.51% return, which is significantly higher than KTXIX's -0.87% return. Over the past 10 years, CFNLX has outperformed KTXIX with an annualized return of 1.62%, while KTXIX has yielded a comparatively lower 1.24% annualized return.


CFNLX

1D
-0.21%
1M
-1.90%
6M
-1.47%
YTD
-0.51%
1Y
3.37%
3Y*
3.09%
5Y*
0.50%
10Y*
1.62%
ALL TIME*
3.66%

KTXIX

1D
-0.27%
1M
-1.89%
6M
-1.51%
YTD
-0.87%
1Y
2.79%
3Y*
2.50%
5Y*
0.08%
10Y*
1.24%
ALL TIME*
3.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

CFNLX vs. KTXIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFNLX
Commerce National Tax-Free Intermediate Bond Fund
-0.51%6.09%0.70%4.83%-7.39%0.40%4.68%6.81%0.80%4.81%
KTXIX
Commerce Kansas Tax-Free Intermediate Bond Fund
-0.87%5.32%0.39%4.05%-7.55%0.23%4.32%5.79%0.95%3.95%

Correlation

The correlation between CFNLX and KTXIX is 0.93, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.93

Correlation (3Y)
Balances recent behavior with more history.

0.95

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.96

Correlation (10Y)
Provides a long-term view across more market conditions.

0.94

Correlation (All Time)
Calculated using the full available price history since Dec 26, 2000

0.92

The correlation between CFNLX and KTXIX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

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Return for Risk

CFNLX vs. KTXIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CFNLX
CFNLX Risk / Return Rank: 5555
Overall Rank
CFNLX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
CFNLX Sortino Ratio Rank: 7070
Sortino Ratio Rank
CFNLX Omega Ratio Rank: 8282
Omega Ratio Rank
CFNLX Calmar Ratio Rank: 2929
Calmar Ratio Rank
CFNLX Martin Ratio Rank: 2525
Martin Ratio Rank

KTXIX
KTXIX Risk / Return Rank: 4848
Overall Rank
KTXIX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
KTXIX Sortino Ratio Rank: 5555
Sortino Ratio Rank
KTXIX Omega Ratio Rank: 7676
Omega Ratio Rank
KTXIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
KTXIX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CFNLX vs. KTXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Commerce National Tax-Free Intermediate Bond Fund (CFNLX) and Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX). 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.


CFNLXKTXIXDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.34

Omega ratioGain probability vs. loss probability

1.39

1.34

+0.05

Calmar ratioReturn relative to maximum drawdown

1.33

1.19

+0.14

Martin ratioReturn relative to average drawdown

3.68

3.32

+0.36

CFNLX vs. KTXIX - Sharpe Ratio Comparison

The current CFNLX Sharpe Ratio is 1.70, which is comparable to the KTXIX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of CFNLX and KTXIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CFNLX vs. KTXIX - Drawdown Comparison

The maximum CFNLX drawdown since its inception was -12.24%, roughly equal to the maximum KTXIX drawdown of -12.47%. Use the drawdown chart below to compare losses from any high point for CFNLX and KTXIX.


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Drawdown Indicators


CFNLXKTXIXDifference

Max Drawdown

Largest peak-to-trough decline

-12.24%

-12.47%

+0.23%

Max Drawdown (1Y)

Largest decline over 1 year

-3.06%

-2.87%

-0.19%

Max Drawdown (3Y)

Largest decline over 3 years

-4.65%

-4.62%

-0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-12.24%

-12.47%

+0.23%

Max Drawdown (10Y)

Largest decline over 10 years

-12.24%

-12.47%

+0.23%

Current Drawdown

Current decline from peak

-2.61%

-2.52%

-0.09%

Average Drawdown

Average peak-to-trough decline

-1.56%

-1.63%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.10%

1.03%

+0.07%

Volatility

CFNLX vs. KTXIX - Volatility Comparison

Commerce National Tax-Free Intermediate Bond Fund (CFNLX) and Commerce Kansas Tax-Free Intermediate Bond Fund (KTXIX) have volatilities of 0.88% and 0.86%, 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


CFNLXKTXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.88%

0.86%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

2.02%

1.96%

+0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

2.41%

2.29%

+0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.31%

3.21%

+0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.36%

3.26%

+0.10%

CFNLX vs. KTXIX - Expense Ratio Comparison

CFNLX has a 0.59% expense ratio, which is lower than KTXIX's 0.70% expense ratio.


Dividends

CFNLX vs. KTXIX - Dividend Comparison

CFNLX's dividend yield for the trailing twelve months is around 2.60%, more than KTXIX's 2.51% yield.


PositionTTM20252024202320222021202020192018201720162015
CFNLX
Commerce National Tax-Free Intermediate Bond Fund
2.60%3.64%2.36%2.08%1.63%2.43%1.94%2.65%2.38%2.31%2.25%2.19%
KTXIX
Commerce Kansas Tax-Free Intermediate Bond Fund
2.51%3.38%2.19%2.02%1.49%1.53%1.67%2.31%2.23%2.19%2.19%2.18%

Frequently Asked Questions


With a correlation of 0.93, CFNLX and KTXIX 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.

CFNLX has higher volatility (0.88%) compared to KTXIX (0.86%). In terms of maximum drawdown, CFNLX dropped -12.24% vs KTXIX's -12.47%.

CFNLX currently has the higher Sharpe Ratio (1.70 vs 1.49), 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.

Portfolio Optimizer

Find the right allocation for CFNLX and KTXIX

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