DUTMX vs. KCCIX
DUTMX (Dupree Taxable Municipal Bond Fund) and KCCIX (Knights of Columbus Core Bond Fund) are both Intermediate Core Bond funds. Over the past 10 years, DUTMX returned 0.07%/yr vs 1.46%/yr for KCCIX. Their correlation of 0.82 means they have usually moved in the same direction. DUTMX charges 1.00%/yr vs 0.71%/yr for KCCIX.
Performance
DUTMX vs. KCCIX - Performance Comparison
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Returns By Period
In the year-to-date period, DUTMX achieves a -0.94% return, which is significantly lower than KCCIX's -0.28% return. Over the past 10 years, DUTMX has underperformed KCCIX with an annualized return of 0.07%, while KCCIX has yielded a comparatively higher 1.46% annualized return.
DUTMX
- 1D
- -0.69%
- 1M
- -2.04%
- 6M
- -0.77%
- YTD
- -0.94%
- 1Y
- 1.62%
- 3Y*
- 3.30%
- 5Y*
- -3.33%
- 10Y*
- 0.07%
- ALL TIME*
- 2.51%
KCCIX
- 1D
- -0.23%
- 1M
- -1.14%
- 6M
- -0.50%
- YTD
- -0.28%
- 1Y
- 2.10%
- 3Y*
- 3.90%
- 5Y*
- -0.74%
- 10Y*
- 1.46%
- ALL TIME*
- 1.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DUTMX vs. KCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUTMX Dupree Taxable Municipal Bond Fund | -0.94% | 6.44% | 1.09% | 6.83% | -25.27% | 0.28% | 6.24% | 6.66% | 2.04% | 5.12% |
KCCIX Knights of Columbus Core Bond Fund | -0.28% | 6.94% | 1.50% | 4.99% | -14.30% | -0.58% | 7.21% | 9.78% | -0.72% | 4.55% |
Correlation
The correlation between DUTMX and KCCIX is 0.84, 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. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.82 |
The correlation between DUTMX and KCCIX has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
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Return for Risk
DUTMX vs. KCCIX — Risk / Return Rank
DUTMX
KCCIX
DUTMX vs. KCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dupree Taxable Municipal Bond Fund (DUTMX) and Knights of Columbus Core Bond Fund (KCCIX). 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.
| DUTMX | KCCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.14 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.09 | -0.45 |
| Martin ratioReturn relative to average drawdown | 1.71 | 2.78 | -1.07 |
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Drawdowns
DUTMX vs. KCCIX - Drawdown Comparison
The maximum DUTMX drawdown since its inception was -30.53%, which is greater than KCCIX's maximum drawdown of -18.52%. Use the drawdown chart below to compare losses from any high point for DUTMX and KCCIX.
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Drawdown Indicators
| DUTMX | KCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.53% | -18.52% | -12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -2.59% | -1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -6.14% | -4.75% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -30.53% | -18.52% | -12.01% |
Max Drawdown (10Y)Largest decline over 10 years | -30.53% | -18.52% | -12.01% |
Current DrawdownCurrent decline from peak | -16.34% | -3.81% | -12.53% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.77% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.01% | +0.51% |
Volatility
DUTMX vs. KCCIX - Volatility Comparison
Dupree Taxable Municipal Bond Fund (DUTMX) has a higher volatility of 1.34% compared to Knights of Columbus Core Bond Fund (KCCIX) at 0.98%. This indicates that DUTMX's price experiences larger fluctuations and is considered to be riskier than KCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUTMX | KCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 0.98% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 3.91% | 2.87% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.29% | 3.64% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.79% | 5.56% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.08% | 4.70% | +2.38% |
DUTMX vs. KCCIX - Expense Ratio Comparison
DUTMX has a 1.00% expense ratio, which is higher than KCCIX's 0.71% expense ratio.
Dividends
DUTMX vs. KCCIX - Dividend Comparison
DUTMX's dividend yield for the trailing twelve months is around 4.20%, more than KCCIX's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUTMX Dupree Taxable Municipal Bond Fund | 4.20% | 4.57% | 4.26% | 4.02% | 4.28% | 2.32% | 4.69% | 5.18% | 5.04% | 4.89% | 4.84% | 4.77% |
KCCIX Knights of Columbus Core Bond Fund | 4.12% | 3.95% | 3.73% | 3.23% | 2.80% | 2.19% | 3.19% | 2.97% | 2.96% | 2.63% | 2.41% | 0.00% |
Frequently Asked Questions
DUTMX and KCCIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DUTMX has higher volatility (1.34%) compared to KCCIX (0.98%). In terms of maximum drawdown, DUTMX dropped -30.53% vs KCCIX's -18.52%.
KCCIX currently has the higher Sharpe Ratio (0.77 vs 0.50), 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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