Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCCIX (Knights of Columbus Core Bond) | 0.09% | 4.45% | 3.78% | -0.31% | 1.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCCIX (Knights of Columbus Core Bond) | 03/02/2015 | 06/05/2026 |
| 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 (%) | -0.45 | 4.45 | 3.78 | -0.31 | 1.67 | NA | NA | … | … | 0.09 | 6.94 | 1.50 | 4.99 | -14.31 | -0.57 | 7.21 | 9.77 | -0.72 | 4.55 | 2.58 | -0.32 |
| Sharpe Ratio | NA | 0.49 | 0.10 | -0.51 | 0.00 | NA | NA | … | … | -0.57 | 0.96 | -0.40 | 0.20 | -2.27 | -0.18 | 1.29 | 2.47 | -0.76 | 1.39 | 0.75 | -0.10 |
| Standard Deviation(%) | NA | 3.67 | 5.10 | 5.56 | 4.69 | NA | NA | … | … | 4.01 | 4.23 | 5.24 | 6.82 | 6.95 | 3.27 | 5.39 | 3.37 | 2.79 | 2.81 | 3.15 | 4.02 |
| Draw Down(%) | NA | 2.59 | 5.84 | 18.53 | 18.53 | NA | NA | … | … | 2.59 | 2.61 | 3.84 | 7.12 | 17.51 | 3.10 | 8.85 | 2.10 | 2.96 | 1.41 | 3.75 | 2.78 |
| Yield(%) | 0.00 | 4.05 | 3.71 | 2.77 | 2.87 | 2.05 | 1.54 | … | … | 0.99 | 4.06 | 3.66 | 3.26 | 2.35 | 2.13 | 3.31 | 3.16 | 2.86 | 2.68 | 1.88 | 1.79 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| KCCIX (Knights of Columbus Core Bond) |
-5.54%
Oct 2020 – Oct 2023 |
-0.94%
Jul 2020 – Jul 2025 |
1.48%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCCIX (Knights of Columbus Core Bond) |
6.11%
Jul 2018 – Jul 2021 |
4.61%
Dec 2015 – Dec 2020 |
1.98%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart