Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCLIX (Knights of Columbus Limited Duration Bon) | 0.81% | 3.87% | 4.57% | 2.13% | 2.09% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCLIX (Knights of Columbus Limited Duration Bon) | 03/02/2015 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.87 | 4.57 | 2.13 | 2.09 | NA | NA | … | … | 0.81 | 5.26 | 4.44 | 4.86 | -3.81 | -0.32 | 3.17 | 4.39 | 1.13 | 1.37 | 0.87 | 0.02 |
| Sharpe Ratio | NA | 0.78 | 0.78 | -0.24 | 0.28 | NA | NA | … | … | -0.61 | 1.63 | 0.49 | 0.53 | -2.53 | -0.44 | 1.09 | 2.41 | -0.25 | 0.76 | 0.61 | 0.00 |
| Standard Deviation(%) | NA | 1.29 | 1.60 | 1.79 | 1.66 | NA | NA | … | … | 1.40 | 1.46 | 1.67 | 2.30 | 2.08 | 0.80 | 2.67 | 1.21 | 1.00 | 0.95 | 1.07 | 2.92 |
| Draw Down(%) | NA | 0.81 | 0.81 | 5.61 | 5.82 | NA | NA | … | … | 0.81 | 0.72 | 0.62 | 1.11 | 4.96 | 0.80 | 5.82 | 0.50 | 0.51 | 0.37 | 0.70 | 1.90 |
| Yield(%) | 0.00 | 4.11 | 3.91 | 2.73 | 2.30 | 1.58 | 1.19 | … | … | 1.01 | 4.15 | 4.17 | 2.90 | 1.32 | 1.06 | 1.83 | 2.52 | 2.23 | 1.77 | 0.66 | 0.72 |
Data as of 06/09/2026, Common starting date is 03/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLIX (Knights of Columbus Limited Duration Bon) |
-0.62%
Feb 2020 – Feb 2023 |
0.67%
Oct 2017 – Oct 2022 |
1.76%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLIX (Knights of Columbus Limited Duration Bon) |
4.96%
Feb 2023 – Feb 2026 |
2.31%
Mar 2020 – Mar 2025 |
2.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart