KCEIX vs. OASDX

Last updated Jun 24, 2026

KCEIX (Knights of Columbus Long/Short Equity Fund) and OASDX (Oakhurst Strategic Defined Risk Fund) are both Long-Short funds. At a 0.31 correlation, their price movements are largely independent. KCEIX charges 1.50%/yr vs 1.89%/yr for OASDX.

Performance

KCEIX vs. OASDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Knights of Columbus Long/Short Equity Fund (KCEIX) and Oakhurst Strategic Defined Risk Fund (OASDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

KCEIX

• 1D: 0.30%
• 1M: 1.45%
• YTD: 7.13%
• 6M: 6.64%
• 1Y: 11.60%
• 3Y*: 10.48%
• 5Y*: 9.95%
• 10Y*: —

OASDX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

KCEIX vs. OASDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
KCEIX Knights of Columbus Long/Short Equity Fund	7.13%	5.51%	15.09%	2.84%	10.41%	16.74%	-11.05%	0.20%
OASDX Oakhurst Strategic Defined Risk Fund	3.40%	10.94%	18.06%	17.20%	-13.49%	13.03%	8.88%	0.98%

Correlation

The correlation between KCEIX and OASDX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.31
Correlation (5Y) Calculated over the trailing 5-year period	0.26
Correlation (All Time) Calculated using the full available price history since Dec 2, 2019	0.31

Over the past year, the correlation between KCEIX and OASDX has dropped to 0.06 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

Return for Risk

KCEIX vs. OASDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KCEIX

KCEIX Risk / Return Rank: 61
KCEIX Sharpe Ratio Rank: 51
KCEIX Sortino Ratio Rank: 54
KCEIX Omega Ratio Rank: 49
KCEIX Calmar Ratio Rank: 89
KCEIX Martin Ratio Rank: 62

OASDX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KCEIX vs. OASDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Long/Short Equity Fund (KCEIX) and Oakhurst Strategic Defined Risk Fund (OASDX). 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.

	KCEIX	OASDX	Difference
Sharpe ratio: Return per unit of total volatility	1.94	—	—
Sortino ratio: Return per unit of downside risk	2.85	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	4.16	—	—
Martin ratio: Return relative to average drawdown	11.62	—	—

Drawdowns

Drawdown Indicators

	KCEIX	OASDX	Difference
Max Drawdown Largest peak-to-trough decline	-16.07%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-2.82%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.12%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-7.12%	—	—
Current Drawdown Current decline from peak	-1.77%	—	—
Average Drawdown Average peak-to-trough decline	-3.45%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.01%	—	—

Volatility

Volatility by Period

	KCEIX	OASDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.71%	—	—
Volatility (6M) Calculated over the trailing 6-month period	4.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	6.07%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.84%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.06%	—	—

KCEIX vs. OASDX - Expense Ratio Comparison

KCEIX has a 1.50% expense ratio, which is lower than OASDX's 1.89% expense ratio.

Dividends

KCEIX vs. OASDX - Dividend Comparison

KCEIX's dividend yield for the trailing twelve months is around 1.52%, less than OASDX's 24.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
KCEIX Knights of Columbus Long/Short Equity Fund	1.52%	1.66%	2.35%	2.20%	7.60%	0.00%	0.14%	0.00%	0.00%	0.00%
OASDX Oakhurst Strategic Defined Risk Fund	24.94%	8.80%	12.01%	3.28%	5.59%	5.20%	0.00%	2.35%	1.74%	0.92%

Frequently Asked Questions

Can I hold both KCEIX and OASDX in my portfolio?

KCEIX and OASDX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.