KCLIX vs. SWSBX
Compare and contrast key facts about Knights of Columbus Limited Duration Fund (KCLIX) and Schwab Short-Term Bond Index Fund (SWSBX).
KCLIX is managed by Catholic Investor. It was launched on Feb 27, 2015. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Performance
KCLIX vs. SWSBX - Performance Comparison
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KCLIX vs. SWSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCLIX Knights of Columbus Limited Duration Fund | -0.72% | 5.25% | 4.44% | 4.86% | -3.81% | -0.33% | 3.17% | 4.39% | 1.13% | 1.07% |
SWSBX Schwab Short-Term Bond Index Fund | -0.16% | 6.06% | 3.42% | 3.95% | -5.89% | -1.28% | 4.47% | 4.96% | 1.34% | 0.85% |
Returns By Period
In the year-to-date period, KCLIX achieves a -0.72% return, which is significantly lower than SWSBX's -0.16% return.
KCLIX
- 1D
- 0.21%
- 1M
- -1.33%
- YTD
- -0.72%
- 6M
- 0.08%
- 1Y
- 2.82%
- 3Y*
- 4.04%
- 5Y*
- 1.87%
- 10Y*
- 2.00%
SWSBX
- 1D
- 0.10%
- 1M
- -0.93%
- YTD
- -0.16%
- 6M
- 0.78%
- 1Y
- 3.74%
- 3Y*
- 3.77%
- 5Y*
- 1.27%
- 10Y*
- —
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KCLIX vs. SWSBX - Expense Ratio Comparison
KCLIX has a 0.71% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Return for Risk
KCLIX vs. SWSBX — Risk / Return Rank
KCLIX
SWSBX
KCLIX vs. SWSBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Limited Duration Fund (KCLIX) and Schwab Short-Term Bond Index Fund (SWSBX). 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 | SWSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.59 | +0.10 |
Sortino ratioReturn per unit of downside risk | 2.22 | 2.60 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.33 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.71 | -0.92 |
Martin ratioReturn relative to average drawdown | 11.98 | 9.85 | +2.12 |
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
| KCLIX | SWSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.59 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.43 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.18 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.76 | +0.44 |
Correlation
The correlation between KCLIX and SWSBX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
KCLIX vs. SWSBX - Dividend Comparison
KCLIX's dividend yield for the trailing twelve months is around 3.12%, less than SWSBX's 3.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCLIX Knights of Columbus Limited Duration Fund | 3.12% | 4.10% | 4.15% | 2.84% | 1.38% | 1.08% | 1.80% | 2.47% | 2.25% | 1.78% | 1.21% |
SWSBX Schwab Short-Term Bond Index Fund | 3.79% | 4.09% | 3.66% | 2.36% | 1.11% | 0.97% | 1.82% | 2.41% | 2.12% | 1.56% | 0.00% |
Drawdowns
KCLIX vs. SWSBX - Drawdown Comparison
The maximum KCLIX drawdown since its inception was -5.82%, smaller than the maximum SWSBX drawdown of -9.06%. Use the drawdown chart below to compare losses from any high point for KCLIX and SWSBX.
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Drawdown Indicators
| KCLIX | SWSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.82% | -9.06% | +3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.54% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -5.62% | -9.06% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -5.82% | — | — |
Current DrawdownCurrent decline from peak | -1.43% | -1.13% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -0.77% | -1.81% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.42% | -0.18% |
Volatility
KCLIX vs. SWSBX - Volatility Comparison
Knights of Columbus Limited Duration Fund (KCLIX) has a higher volatility of 1.08% compared to Schwab Short-Term Bond Index Fund (SWSBX) at 0.73%. This indicates that KCLIX's price experiences larger fluctuations and is considered to be riskier than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCLIX | SWSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 0.73% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.27% | 1.49% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.74% | 2.40% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 2.95% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.70% | 2.47% | -0.77% |