KCLIX vs. STBFX

Last updated Jun 23, 2026

KCLIX (Knights of Columbus Limited Duration Fund) and STBFX (Sextant Short Term Bond Fund) are both Short-Term Bond funds. A 0.51 correlation means they provide meaningful diversification when combined. KCLIX charges 0.71%/yr vs 0.60%/yr for STBFX.

Performance

KCLIX vs. STBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Knights of Columbus Limited Duration Fund (KCLIX) and Sextant Short Term Bond Fund (STBFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

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%

STBFX

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

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

KCLIX vs. STBFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KCLIX Knights of Columbus Limited Duration Fund	0.91%	5.25%	4.44%	4.86%	-3.81%	-0.33%	3.17%	4.39%	1.13%	1.37%
STBFX Sextant Short Term Bond Fund	0.28%	4.92%	3.87%	3.79%	-4.16%	-1.09%	3.42%	4.03%	1.09%	0.50%

Correlation

The correlation between KCLIX and STBFX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.51

The correlation between KCLIX and STBFX shifts across timeframes, from 0.33 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

KCLIX vs. STBFX — Risk / Return Rank

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

KCLIX

KCLIX Risk / Return Rank: 93
KCLIX Sharpe Ratio Rank: 91
KCLIX Sortino Ratio Rank: 93
KCLIX Omega Ratio Rank: 95
KCLIX Calmar Ratio Rank: 91
KCLIX Martin Ratio Rank: 95

STBFX

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.

KCLIX vs. STBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Limited Duration Fund (KCLIX) and Sextant Short Term Bond Fund (STBFX). 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	STBFX	Difference
Sharpe ratio: Return per unit of total volatility	2.82	—	—
Sortino ratio: Return per unit of downside risk	4.46	—	—
Omega ratio: Gain probability vs. loss probability	1.76	—	—
Calmar ratio: Return relative to maximum drawdown	4.49	—	—
Martin ratio: Return relative to average drawdown	20.31	—	—

Drawdowns

Drawdown Indicators

	KCLIX	STBFX	Difference
Max Drawdown Largest peak-to-trough decline	-5.82%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-0.81%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-0.81%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-5.62%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-5.82%	—	—
Current Drawdown Current decline from peak	-0.10%	—	—
Average Drawdown Average peak-to-trough decline	-0.76%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.18%	—	—

Volatility

Volatility by Period

	KCLIX	STBFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.49%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.00%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.30%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.84%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.68%	—	—

KCLIX vs. STBFX - Expense Ratio Comparison

KCLIX has a 0.71% expense ratio, which is higher than STBFX's 0.60% expense ratio.

Dividends

KCLIX vs. STBFX - Dividend Comparison

KCLIX's dividend yield for the trailing twelve months is around 4.11%, more than STBFX's 2.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%
STBFX Sextant Short Term Bond Fund	2.61%	3.17%	2.77%	1.84%	1.04%	1.07%	1.60%	1.75%	1.47%	1.30%	1.06%	1.07%

Frequently Asked Questions

Can I hold both KCLIX and STBFX in my portfolio?

KCLIX and STBFX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.