WAYEX vs. KCEIX
Compare and contrast key facts about Waycross Long/Short Equity Fund (WAYEX) and Knights of Columbus Long/Short Equity Fund (KCEIX).
WAYEX is managed by Waycross. It was launched on Apr 28, 2015. KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019.
Performance
WAYEX vs. KCEIX - Performance Comparison
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WAYEX vs. KCEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WAYEX Waycross Long/Short Equity Fund | -7.02% | 13.16% | 22.40% | 18.99% | -11.66% | 11.43% | 22.27% | 2.09% |
KCEIX Knights of Columbus Long/Short Equity Fund | 3.04% | 5.51% | 15.09% | 2.84% | 10.41% | 16.74% | -11.05% | 0.20% |
Returns By Period
In the year-to-date period, WAYEX achieves a -7.02% return, which is significantly lower than KCEIX's 3.04% return.
WAYEX
- 1D
- -0.36%
- 1M
- -5.87%
- YTD
- -7.02%
- 6M
- -4.88%
- 1Y
- 8.66%
- 3Y*
- 13.91%
- 5Y*
- 7.63%
- 10Y*
- 9.10%
KCEIX
- 1D
- -0.23%
- 1M
- 2.31%
- YTD
- 3.04%
- 6M
- 5.67%
- 1Y
- 9.14%
- 3Y*
- 9.65%
- 5Y*
- 9.17%
- 10Y*
- —
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WAYEX vs. KCEIX - Expense Ratio Comparison
WAYEX has a 2.27% expense ratio, which is higher than KCEIX's 1.50% expense ratio.
Return for Risk
WAYEX vs. KCEIX — Risk / Return Rank
WAYEX
KCEIX
WAYEX vs. KCEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Waycross Long/Short Equity Fund (WAYEX) and Knights of Columbus Long/Short Equity Fund (KCEIX). 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.
| WAYEX | KCEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.48 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.16 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 2.67 | -1.72 |
Martin ratioReturn relative to average drawdown | 4.11 | 8.16 | -4.05 |
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
| WAYEX | KCEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.48 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.31 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.79 | -0.12 |
Correlation
The correlation between WAYEX and KCEIX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WAYEX vs. KCEIX - Dividend Comparison
WAYEX's dividend yield for the trailing twelve months is around 5.69%, more than KCEIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAYEX Waycross Long/Short Equity Fund | 5.69% | 5.29% | 12.41% | 2.86% | 0.00% | 5.33% | 1.17% | 1.05% | 0.00% | 1.01% |
KCEIX Knights of Columbus Long/Short Equity Fund | 1.20% | 1.66% | 2.35% | 2.20% | 7.60% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
WAYEX vs. KCEIX - Drawdown Comparison
The maximum WAYEX drawdown since its inception was -20.77%, which is greater than KCEIX's maximum drawdown of -16.07%. Use the drawdown chart below to compare losses from any high point for WAYEX and KCEIX.
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Drawdown Indicators
| WAYEX | KCEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.77% | -16.07% | -4.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -3.50% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -17.31% | -7.12% | -10.19% |
Max Drawdown (10Y)Largest decline over 10 years | -20.77% | — | — |
Current DrawdownCurrent decline from peak | -8.05% | -0.23% | -7.82% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.55% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.15% | +0.71% |
Volatility
WAYEX vs. KCEIX - Volatility Comparison
Waycross Long/Short Equity Fund (WAYEX) has a higher volatility of 2.40% compared to Knights of Columbus Long/Short Equity Fund (KCEIX) at 1.39%. This indicates that WAYEX's price experiences larger fluctuations and is considered to be riskier than KCEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAYEX | KCEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 1.39% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.37% | 3.79% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.95% | 6.52% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 7.02% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.53% | 8.07% | +3.46% |