KCCIX vs. KCIIX
Compare and contrast key facts about Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus International Equity Fund (KCIIX).
KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCIIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCCIX vs. KCIIX - Performance Comparison
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KCCIX vs. KCIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | -1.24% | 6.94% | 1.50% | 4.99% | -14.30% | -0.58% | 7.21% | 9.78% | -0.72% | 4.55% |
KCIIX Knights of Columbus International Equity Fund | -1.69% | 29.20% | 7.57% | 13.59% | -19.07% | 11.40% | 13.80% | 19.31% | -12.45% | 29.87% |
Returns By Period
In the year-to-date period, KCCIX achieves a -1.24% return, which is significantly higher than KCIIX's -1.69% return. Over the past 10 years, KCCIX has underperformed KCIIX with an annualized return of 1.64%, while KCIIX has yielded a comparatively higher 8.89% annualized return.
KCCIX
- 1D
- -0.46%
- 1M
- -3.00%
- YTD
- -1.24%
- 6M
- -0.47%
- 1Y
- 2.82%
- 3Y*
- 3.01%
- 5Y*
- -0.27%
- 10Y*
- 1.64%
KCIIX
- 1D
- -0.20%
- 1M
- -12.00%
- YTD
- -1.69%
- 6M
- 2.33%
- 1Y
- 19.45%
- 3Y*
- 13.62%
- 5Y*
- 5.81%
- 10Y*
- 8.89%
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KCCIX vs. KCIIX - Expense Ratio Comparison
KCCIX has a 0.71% expense ratio, which is lower than KCIIX's 1.21% expense ratio.
Return for Risk
KCCIX vs. KCIIX — Risk / Return Rank
KCCIX
KCIIX
KCCIX vs. KCIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus International Equity Fund (KCIIX). 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.
| KCCIX | KCIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.14 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.58 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.36 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.11 | 5.45 | -1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KCCIX | KCIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.14 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.38 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.56 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.55 | -0.15 |
Correlation
The correlation between KCCIX and KCIIX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
KCCIX vs. KCIIX - Dividend Comparison
KCCIX's dividend yield for the trailing twelve months is around 3.06%, less than KCIIX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | 3.06% | 3.95% | 3.73% | 3.23% | 2.80% | 2.19% | 3.19% | 2.97% | 2.96% | 2.63% | 2.41% |
KCIIX Knights of Columbus International Equity Fund | 3.26% | 3.40% | 2.53% | 1.97% | 2.23% | 10.06% | 0.99% | 2.96% | 4.85% | 0.67% | 1.66% |
Drawdowns
KCCIX vs. KCIIX - Drawdown Comparison
The maximum KCCIX drawdown since its inception was -18.52%, smaller than the maximum KCIIX drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for KCCIX and KCIIX.
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Drawdown Indicators
| KCCIX | KCIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.52% | -35.81% | +17.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -12.66% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -32.76% | +14.24% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -35.81% | +17.29% |
Current DrawdownCurrent decline from peak | -4.74% | -12.66% | +7.92% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -7.66% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 3.16% | -2.26% |
Volatility
KCCIX vs. KCIIX - Volatility Comparison
The current volatility for Knights of Columbus Core Bond Fund (KCCIX) is 1.56%, while Knights of Columbus International Equity Fund (KCIIX) has a volatility of 7.73%. This indicates that KCCIX experiences smaller price fluctuations and is considered to be less risky than KCIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCCIX | KCIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 7.73% | -6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 11.64% | -9.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 16.42% | -12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 15.36% | -9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 15.84% | -11.16% |