CRSSX vs. CRLVX

Last updated Apr 2, 2026

Compare and contrast key facts about Catholic Responsible Investments Small-Cap Fund (CRSSX) and Catholic Responsible Investments International Equity Fund (CRLVX).

CRSSX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. CRLVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021.

Performance

CRSSX vs. CRLVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Catholic Responsible Investments Small-Cap Fund (CRSSX) and Catholic Responsible Investments International Equity Fund (CRLVX). The values are adjusted to include any dividend payments, if applicable.

CRSSX vs. CRLVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CRSSX Catholic Responsible Investments Small-Cap Fund	3.38%	5.86%	8.16%	16.02%	-6.44%
CRLVX Catholic Responsible Investments International Equity Fund	-2.68%	26.14%	6.37%	19.83%	-15.19%

Returns By Period

In the year-to-date period, CRSSX achieves a 3.38% return, which is significantly higher than CRLVX's -2.68% return.

CRSSX

• 1D: 2.87%
• 1M: -4.94%
• YTD: 3.38%
• 6M: 5.28%
• 1Y: 19.98%
• 3Y*: 10.28%
• 5Y*: —
• 10Y*: —

CRLVX

• 1D: 3.22%
• 1M: -8.93%
• YTD: -2.68%
• 6M: -1.34%
• 1Y: 16.89%
• 3Y*: 12.11%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CRSSX vs. CRLVX - Expense Ratio Comparison

CRSSX has a 0.29% expense ratio, which is lower than CRLVX's 0.97% expense ratio.

CRLVX

Catholic Responsible Investments International Equity Fund

CRSSX

Catholic Responsible Investments Small-Cap Fund

Return for Risk

CRSSX vs. CRLVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRSSX

CRSSX Risk / Return Rank: 39
CRSSX Sharpe Ratio Rank: 35
CRSSX Sortino Ratio Rank: 39
CRSSX Omega Ratio Rank: 32
CRSSX Calmar Ratio Rank: 42
CRSSX Martin Ratio Rank: 45

CRLVX

CRLVX Risk / Return Rank: 35
CRLVX Sharpe Ratio Rank: 35
CRLVX Sortino Ratio Rank: 37
CRLVX Omega Ratio Rank: 36
CRLVX Calmar Ratio Rank: 31
CRLVX Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRSSX vs. CRLVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Small-Cap Fund (CRSSX) and Catholic Responsible Investments International Equity Fund (CRLVX). 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.

	CRSSX	CRLVX	Difference
Sharpe ratio Return per unit of total volatility	0.90	0.90	0.00
Sortino ratio Return per unit of downside risk	1.40	1.37	+0.03
Omega ratio Gain probability vs. loss probability	1.19	1.19	-0.01
Calmar ratio Return relative to maximum drawdown	1.38	1.14	+0.24
Martin ratio Return relative to average drawdown	5.59	4.66	+0.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CRSSX vs. CRLVX - Sharpe Ratio Comparison

The current CRSSX Sharpe Ratio is 0.90, which is comparable to the CRLVX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of CRSSX and CRLVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CRSSX	CRLVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.90	0.90	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.36	-0.08

Correlation

The correlation between CRSSX and CRLVX is 0.71, 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

CRSSX vs. CRLVX - Dividend Comparison

CRSSX's dividend yield for the trailing twelve months is around 5.18%, more than CRLVX's 4.72% yield.

	TTM	2025	2024	2023	2022
CRSSX Catholic Responsible Investments Small-Cap Fund	5.18%	5.64%	2.30%	1.36%	5.03%
CRLVX Catholic Responsible Investments International Equity Fund	4.72%	4.76%	8.33%	1.56%	1.53%

Drawdowns

CRSSX vs. CRLVX - Drawdown Comparison

The maximum CRSSX drawdown since its inception was -27.86%, smaller than the maximum CRLVX drawdown of -30.57%. Use the drawdown chart below to compare losses from any high point for CRSSX and CRLVX.

Drawdown Indicators

	CRSSX	CRLVX	Difference
Max Drawdown Largest peak-to-trough decline	-27.86%	-30.57%	+2.71%
Max Drawdown (1Y) Largest decline over 1 year	-14.87%	-14.07%	-0.80%
Current Drawdown Current decline from peak	-5.88%	-11.30%	+5.42%
Average Drawdown Average peak-to-trough decline	-8.07%	-7.93%	-0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.67%	3.44%	+0.23%

Volatility

CRSSX vs. CRLVX - Volatility Comparison

The current volatility for Catholic Responsible Investments Small-Cap Fund (CRSSX) is 6.39%, while Catholic Responsible Investments International Equity Fund (CRLVX) has a volatility of 8.70%. This indicates that CRSSX experiences smaller price fluctuations and is considered to be less risky than CRLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CRSSX	CRLVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.39%	8.70%	-2.31%
Volatility (6M) Calculated over the trailing 6-month period	13.02%	12.43%	+0.59%
Volatility (1Y) Calculated over the trailing 1-year period	22.80%	19.37%	+3.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.04%	18.15%	+3.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.04%	18.15%	+3.89%