HASCX vs. KCSIX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and Knights of Columbus Small Cap Fund (KCSIX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. KCSIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
HASCX vs. KCSIX - Performance Comparison
Loading graphics...
HASCX vs. KCSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 8.12% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.63% |
KCSIX Knights of Columbus Small Cap Fund | 1.44% | 11.42% | 15.38% | 16.26% | -20.48% | 23.97% | 13.65% | 24.47% | -15.84% | 15.41% |
Returns By Period
In the year-to-date period, HASCX achieves a 8.12% return, which is significantly higher than KCSIX's 1.44% return. Over the past 10 years, HASCX has outperformed KCSIX with an annualized return of 10.24%, while KCSIX has yielded a comparatively lower 9.17% annualized return.
HASCX
- 1D
- -1.56%
- 1M
- -8.37%
- YTD
- 8.12%
- 6M
- 10.62%
- 1Y
- 24.67%
- 3Y*
- 10.76%
- 5Y*
- 5.48%
- 10Y*
- 10.24%
KCSIX
- 1D
- -1.26%
- 1M
- -7.61%
- YTD
- 1.44%
- 6M
- 6.41%
- 1Y
- 24.64%
- 3Y*
- 13.88%
- 5Y*
- 5.90%
- 10Y*
- 9.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HASCX vs. KCSIX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is lower than KCSIX's 1.05% expense ratio.
Return for Risk
HASCX vs. KCSIX — Risk / Return Rank
HASCX
KCSIX
HASCX vs. KCSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Knights of Columbus Small Cap Fund (KCSIX). 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.
| HASCX | KCSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.15 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.69 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.67 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.74 | 7.15 | -1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HASCX | KCSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.15 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.28 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between HASCX and KCSIX is 0.93, 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
HASCX vs. KCSIX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 3.16%, less than KCSIX's 11.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 3.16% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
KCSIX Knights of Columbus Small Cap Fund | 11.55% | 11.81% | 8.67% | 2.07% | 1.51% | 11.42% | 0.00% | 0.25% | 13.09% | 4.91% | 0.22% | 0.00% |
Drawdowns
HASCX vs. KCSIX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -58.90%, which is greater than KCSIX's maximum drawdown of -45.52%. Use the drawdown chart below to compare losses from any high point for HASCX and KCSIX.
Loading graphics...
Drawdown Indicators
| HASCX | KCSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.90% | -45.52% | -13.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.38% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -28.34% | -30.88% | +2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -42.15% | -45.52% | +3.37% |
Current DrawdownCurrent decline from peak | -9.89% | -9.12% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -9.23% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.13% | +0.65% |
Volatility
HASCX vs. KCSIX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 7.21% compared to Knights of Columbus Small Cap Fund (KCSIX) at 6.53%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than KCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HASCX | KCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 6.53% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 12.95% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 21.42% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 21.23% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 22.76% | +0.04% |