KCLIX vs. KCCIX
Compare and contrast key facts about Knights of Columbus Limited Duration Fund (KCLIX) and Knights of Columbus Core Bond Fund (KCCIX).
KCLIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCLIX vs. KCCIX - Performance Comparison
Loading graphics...
KCLIX vs. KCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, KCLIX achieves a -0.92% return, which is significantly higher than KCCIX's -1.24% return. Over the past 10 years, KCLIX has outperformed KCCIX with an annualized return of 1.98%, while KCCIX has yielded a comparatively lower 1.64% annualized return.
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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCLIX vs. KCCIX - Expense Ratio Comparison
Both KCLIX and KCCIX have an expense ratio of 0.71%.
Return for Risk
KCLIX vs. KCCIX — Risk / Return Rank
KCLIX
KCCIX
KCLIX vs. KCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Limited Duration Fund (KCLIX) 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.
| KCLIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 0.75 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.07 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.13 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.23 | +0.55 |
Martin ratioReturn relative to average drawdown | 12.75 | 4.11 | +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. | |||
Loading graphics...
Sharpe Ratios by Period
| KCLIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.75 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | -0.05 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.35 | +0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.40 | +0.79 |
Correlation
The correlation between KCLIX and KCCIX 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
KCLIX vs. KCCIX - Dividend Comparison
KCLIX's dividend yield for the trailing twelve months is around 3.13%, more than KCCIX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
KCLIX vs. KCCIX - Drawdown Comparison
The maximum KCLIX drawdown since its inception was -5.82%, smaller than the maximum KCCIX drawdown of -18.52%. Use the drawdown chart below to compare losses from any high point for KCLIX and KCCIX.
Loading graphics...
Drawdown Indicators
| KCLIX | KCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.82% | -18.52% | +12.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -3.00% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -5.62% | -18.52% | +12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -5.82% | -18.52% | +12.70% |
Current DrawdownCurrent decline from peak | -1.63% | -4.74% | +3.11% |
Average DrawdownAverage peak-to-trough decline | -0.77% | -4.82% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.90% | -0.67% |
Volatility
KCLIX vs. KCCIX - Volatility Comparison
The current volatility for Knights of Columbus Limited Duration Fund (KCLIX) is 1.04%, while Knights of Columbus Core Bond Fund (KCCIX) has a volatility of 1.56%. This indicates that KCLIX experiences smaller price fluctuations and is considered to be less risky than KCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KCLIX | KCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 1.56% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.25% | 2.50% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.73% | 4.10% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 5.53% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.70% | 4.68% | -2.98% |