KCCIX vs. KCSIX
KCCIX (Knights of Columbus Core Bond Fund) and KCSIX (Knights of Columbus Small Cap Fund) are both mutual funds - KCCIX is a Intermediate Core Bond fund managed by Catholic Investor, while KCSIX is a Small Cap Blend Equities fund managed by Catholic Investor. Over the past 10 years, KCCIX returned 1.71%/yr vs 10.99%/yr for KCSIX. At a correlation of -0.04, they often move in opposite directions. KCCIX charges 0.71%/yr vs 1.05%/yr for KCSIX.
Performance
KCCIX vs. KCSIX - Performance Comparison
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Returns By Period
In the year-to-date period, KCCIX achieves a 0.78% return, which is significantly lower than KCSIX's 21.18% return. Over the past 10 years, KCCIX has underperformed KCSIX with an annualized return of 1.71%, while KCSIX has yielded a comparatively higher 10.99% annualized return.
KCCIX
- 1D
- 0.23%
- 1M
- 0.92%
- YTD
- 0.78%
- 6M
- 0.88%
- 1Y
- 4.81%
- 3Y*
- 4.02%
- 5Y*
- -0.30%
- 10Y*
- 1.71%
KCSIX
- 1D
- 1.47%
- 1M
- 4.39%
- YTD
- 21.18%
- 6M
- 18.55%
- 1Y
- 42.22%
- 3Y*
- 18.92%
- 5Y*
- 9.62%
- 10Y*
- 10.99%
KCCIX vs. KCSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | 0.78% | 6.94% | 1.50% | 4.99% | -14.30% | -0.58% | 7.21% | 9.78% | -0.72% | 4.55% |
KCSIX Knights of Columbus Small Cap Fund | 21.18% | 11.42% | 15.38% | 16.26% | -20.48% | 23.97% | 13.65% | 24.47% | -15.84% | 15.41% |
Correlation
The correlation between KCCIX and KCSIX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | -0.04 |
The correlation between KCCIX and KCSIX shifts across timeframes, from -0.04 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
KCCIX vs. KCSIX — Risk / Return Rank
KCCIX
KCSIX
KCCIX vs. KCSIX - 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 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.40 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 4.76 | -2.85 |
| Martin ratioReturn relative to average drawdown | 5.46 | 17.86 | -12.41 |
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Drawdowns
KCCIX vs. KCSIX - Drawdown Comparison
The maximum KCCIX drawdown since its inception was -18.52%, smaller than the maximum KCSIX drawdown of -45.52%. Use the drawdown chart below to compare losses from any high point for KCCIX and KCSIX.
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Drawdown Indicators
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.52% | -45.52% | +27.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.59% | -8.96% | +6.37% |
Max Drawdown (3Y)Largest decline over 3 years | -5.84% | -26.20% | +20.36% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -30.88% | +12.36% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -45.52% | +27.00% |
Current DrawdownCurrent decline from peak | -2.79% | 0.00% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -9.06% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 2.38% | -1.48% |
Volatility
KCCIX vs. KCSIX - Volatility Comparison
The current volatility for Knights of Columbus Core Bond Fund (KCCIX) is 1.06%, while Knights of Columbus Small Cap Fund (KCSIX) has a volatility of 5.13%. This indicates that KCCIX experiences smaller price fluctuations and is considered to be less risky than KCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 5.13% | -4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 13.17% | -10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 17.73% | -14.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 21.23% | -15.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 22.83% | -18.13% |
KCCIX vs. KCSIX - Expense Ratio Comparison
KCCIX has a 0.71% expense ratio, which is lower than KCSIX's 1.05% expense ratio.
Dividends
KCCIX vs. KCSIX - Dividend Comparison
KCCIX's dividend yield for the trailing twelve months is around 4.02%, less than KCSIX's 9.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | 4.02% | 3.95% | 3.73% | 3.23% | 2.80% | 2.19% | 3.19% | 2.97% | 2.96% | 2.63% | 2.41% |
KCSIX Knights of Columbus Small Cap Fund | 9.83% | 11.81% | 8.67% | 2.07% | 1.51% | 11.42% | 0.00% | 0.25% | 13.09% | 4.91% | 0.22% |
Frequently Asked Questions
KCCIX and KCSIX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCSIX has higher volatility (5.13%) compared to KCCIX (1.06%). In terms of maximum drawdown, KCCIX dropped -18.52% vs KCSIX's -45.52%.
KCSIX currently has the higher Sharpe Ratio (2.41 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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