KCLIX vs. DLDFX
KCLIX (Knights of Columbus Limited Duration Fund) and DLDFX (Destinations Low Duration Fixed Income Fund) are both Short-Term Bond funds. Over the past 5 years, KCLIX returned 2.18%/yr vs 3.87%/yr for DLDFX. At a 0.39 correlation, their price movements are largely independent. KCLIX charges 0.71%/yr vs 0.93%/yr for DLDFX.
Performance
KCLIX vs. DLDFX - Performance Comparison
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Returns By Period
In the year-to-date period, KCLIX achieves a 0.91% return, which is significantly lower than DLDFX's 1.72% return.
KCLIX
- 1D
- 0.10%
- 1M
- 0.31%
- YTD
- 0.91%
- 6M
- 1.00%
- 1Y
- 3.65%
- 3Y*
- 4.64%
- 5Y*
- 2.18%
- 10Y*
- 2.12%
DLDFX
- 1D
- 0.11%
- 1M
- 0.14%
- YTD
- 1.72%
- 6M
- 1.87%
- 1Y
- 4.54%
- 3Y*
- 5.87%
- 5Y*
- 3.87%
- 10Y*
- —
KCLIX vs. DLDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCLIX Knights of Columbus Limited Duration Fund | 0.91% | 5.25% | 4.44% | 4.86% | -3.81% | -0.33% | 3.17% | 1.99% |
DLDFX Destinations Low Duration Fixed Income Fund | 1.72% | 4.91% | 6.09% | 7.11% | -2.59% | 5.41% | 1.52% | 1.16% |
Correlation
The correlation between KCLIX and DLDFX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2019 | 0.39 |
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Return for Risk
KCLIX vs. DLDFX — Risk / Return Rank
KCLIX
DLDFX
KCLIX vs. DLDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Limited Duration Fund (KCLIX) and Destinations Low Duration Fixed Income Fund (DLDFX). 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.
| KCLIX | DLDFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.76 | 1.81 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.49 | 7.49 | -3.00 |
| Martin ratioReturn relative to average drawdown | 20.31 | 22.02 | -1.70 |
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Drawdowns
KCLIX vs. DLDFX - Drawdown Comparison
The maximum KCLIX drawdown since its inception was -5.82%, smaller than the maximum DLDFX drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for KCLIX and DLDFX.
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Drawdown Indicators
| KCLIX | DLDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.82% | -8.64% | +2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -0.81% | -0.64% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -0.81% | -1.71% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -5.62% | -3.88% | -1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -5.82% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | -0.11% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -0.76% | -0.70% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.21% | -0.03% |
Volatility
KCLIX vs. DLDFX - Volatility Comparison
Knights of Columbus Limited Duration Fund (KCLIX) has a higher volatility of 0.49% compared to Destinations Low Duration Fixed Income Fund (DLDFX) at 0.44%. This indicates that KCLIX's price experiences larger fluctuations and is considered to be riskier than DLDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCLIX | DLDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 0.44% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 1.32% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.30% | 1.72% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.84% | 1.81% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.68% | 2.07% | -0.39% |
KCLIX vs. DLDFX - Expense Ratio Comparison
KCLIX has a 0.71% expense ratio, which is lower than DLDFX's 0.93% expense ratio.
Dividends
KCLIX vs. DLDFX - Dividend Comparison
KCLIX's dividend yield for the trailing twelve months is around 4.11%, less than DLDFX's 5.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DLDFX Destinations Low Duration Fixed Income Fund | 5.33% | 5.29% | 5.64% | 4.77% | 4.54% | 3.74% | 3.86% | 2.18% | 0.00% | 0.00% | 0.00% |
KCLIX Knights of Columbus Limited Duration Fund | 4.11% | 4.10% | 4.15% | 2.84% | 1.38% | 1.08% | 1.80% | 2.47% | 2.25% | 1.78% | 1.21% |
Frequently Asked Questions
KCLIX and DLDFX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCLIX has higher volatility (0.49%) compared to DLDFX (0.44%). In terms of maximum drawdown, KCLIX dropped -5.82% vs DLDFX's -8.64%.
KCLIX currently has the higher Sharpe Ratio (2.82 vs 2.79), 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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