KCCIX vs. KCSIX
Compare and contrast key facts about Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus Small Cap Fund (KCSIX).
KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCSIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCCIX vs. KCSIX - Performance Comparison
Loading graphics...
KCCIX vs. KCSIX - 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% |
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, KCCIX achieves a -1.24% return, which is significantly lower than KCSIX's 1.44% return. Over the past 10 years, KCCIX has underperformed KCSIX with an annualized return of 1.64%, while KCSIX has yielded a comparatively higher 9.17% 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%
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.
KCCIX vs. KCSIX - Expense Ratio Comparison
KCCIX has a 0.71% expense ratio, which is lower than KCSIX's 1.05% expense ratio.
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.
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.15 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.69 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.67 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.11 | 7.15 | -3.04 |
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
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.15 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.28 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.40 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | 0.00 |
Correlation
The correlation between KCCIX and KCSIX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
KCCIX vs. KCSIX - Dividend Comparison
KCCIX's dividend yield for the trailing twelve months is around 3.06%, less than KCSIX's 11.55% 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% |
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% |
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.
Loading graphics...
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 | -3.00% | -13.38% | +10.38% |
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 | -4.74% | -9.12% | +4.38% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -9.23% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 3.13% | -2.23% |
Volatility
KCCIX vs. KCSIX - Volatility Comparison
The current volatility for Knights of Columbus Core Bond Fund (KCCIX) is 1.56%, while Knights of Columbus Small Cap Fund (KCSIX) has a volatility of 6.53%. 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.
Loading graphics...
Volatility by Period
| KCCIX | KCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 6.53% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 12.95% | -10.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 21.42% | -17.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 21.23% | -15.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 22.76% | -18.08% |