KCCIX vs. KCLIX
Compare and contrast key facts about Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus Limited Duration Fund (KCLIX).
KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCLIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCCIX vs. KCLIX - Performance Comparison
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KCCIX vs. KCLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | -1.24% | 6.94% | 1.50% | 4.99% | -14.30% | -0.58% | 7.21% | 9.78% | -0.72% | 4.55% |
KCLIX Knights of Columbus Limited Duration Fund | -0.92% | 5.25% | 4.44% | 4.86% | -3.81% | -0.33% | 3.17% | 4.39% | 1.13% | 1.37% |
Returns By Period
In the year-to-date period, KCCIX achieves a -1.24% return, which is significantly lower than KCLIX's -0.92% return. Over the past 10 years, KCCIX has underperformed KCLIX with an annualized return of 1.64%, while KCLIX has yielded a comparatively higher 1.98% annualized return.
KCCIX
- 1D
- -0.46%
- 1M
- -3.00%
- YTD
- -1.24%
- 6M
- -0.47%
- 1Y
- 2.82%
- 3Y*
- 3.01%
- 5Y*
- -0.27%
- 10Y*
- 1.64%
KCLIX
- 1D
- -0.92%
- 1M
- -1.63%
- YTD
- -0.92%
- 6M
- -0.02%
- 1Y
- 2.71%
- 3Y*
- 3.96%
- 5Y*
- 1.83%
- 10Y*
- 1.98%
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KCCIX vs. KCLIX - Expense Ratio Comparison
Both KCCIX and KCLIX have an expense ratio of 0.71%.
Return for Risk
KCCIX vs. KCLIX — Risk / Return Rank
KCCIX
KCLIX
KCCIX vs. KCLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus Limited Duration Fund (KCLIX). 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.
| KCCIX | KCLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.57 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.06 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.42 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.78 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.11 | 12.75 | -8.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KCCIX | KCLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.57 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.99 | -1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 1.17 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.19 | -0.79 |
Correlation
The correlation between KCCIX and KCLIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KCCIX vs. KCLIX - Dividend Comparison
KCCIX's dividend yield for the trailing twelve months is around 3.06%, less than KCLIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | 3.06% | 3.95% | 3.73% | 3.23% | 2.80% | 2.19% | 3.19% | 2.97% | 2.96% | 2.63% | 2.41% |
KCLIX Knights of Columbus Limited Duration Fund | 3.13% | 4.10% | 4.15% | 2.84% | 1.38% | 1.08% | 1.80% | 2.47% | 2.25% | 1.78% | 1.21% |
Drawdowns
KCCIX vs. KCLIX - Drawdown Comparison
The maximum KCCIX drawdown since its inception was -18.52%, which is greater than KCLIX's maximum drawdown of -5.82%. Use the drawdown chart below to compare losses from any high point for KCCIX and KCLIX.
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Drawdown Indicators
| KCCIX | KCLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.52% | -5.82% | -12.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -1.63% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -5.62% | -12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -5.82% | -12.70% |
Current DrawdownCurrent decline from peak | -4.74% | -1.63% | -3.11% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -0.77% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.23% | +0.67% |
Volatility
KCCIX vs. KCLIX - Volatility Comparison
Knights of Columbus Core Bond Fund (KCCIX) has a higher volatility of 1.56% compared to Knights of Columbus Limited Duration Fund (KCLIX) at 1.04%. This indicates that KCCIX's price experiences larger fluctuations and is considered to be riskier than KCLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCCIX | KCLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 1.04% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 1.25% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 1.73% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 1.86% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 1.70% | +2.98% |