Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCLVX (Knights of Columbus Limited Duration Bon) | NA | 1.85% | 2.89% | NA | NA | NA | NA | … | … |
Data as of 03/03/2021, Common starting date is 07/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCLVX (Knights of Columbus Limited Duration Bon) | 07/05/2016 | 03/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.85 | 2.89 | NA | NA | NA | NA | … | … | 0.10 | 3.18 | 3.52 | -0.31 | 1.12 | -0.43 |
| Sharpe Ratio | NA | 0.68 | 1.10 | NA | NA | NA | NA | … | … | 2.34 | 1.10 | 1.61 | -1.32 | 0.58 | -1.05 |
| Standard Deviation(%) | NA | 2.63 | 1.76 | NA | NA | NA | NA | … | … | 0.24 | 2.66 | 1.32 | 1.25 | 0.84 | 1.04 |
| Draw Down(%) | NA | 5.83 | 5.83 | NA | NA | NA | NA | … | … | 0.00 | 5.83 | 0.70 | 0.71 | 0.50 | 0.76 |
| Yield(%) | 0.00 | 1.32 | 1.86 | 1.49 | 0.75 | 0.50 | 0.37 | … | … | 0.00 | 1.34 | 2.27 | 1.98 | 1.52 | 0.47 |
Data as of 03/03/2021, Common starting date is 07/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLVX (Knights of Columbus Limited Duration Bon) |
1.23%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCLVX (Knights of Columbus Limited Duration Bon) |
2.89%
Feb 2018 – Feb 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart