KCCIX vs. KCXIX

Last updated Jun 5, 2026

KCCIX (Knights of Columbus Core Bond Fund) and KCXIX (Knights of Columbus U.S. All Cap Index Fund) are both mutual funds - KCCIX is a Intermediate Core Bond fund managed by Catholic Investor, while KCXIX is a Large Cap Blend Equities fund managed by Catholic Investor. Over the past 5 years, KCCIX returned -0.24%/yr vs 13.26%/yr for KCXIX. At a 0.08 correlation, their price movements are largely independent. KCCIX charges 0.71%/yr vs 0.92%/yr for KCXIX.

Performance

KCCIX vs. KCXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Knights of Columbus Core Bond Fund (KCCIX) and Knights of Columbus U.S. All Cap Index Fund (KCXIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, KCCIX achieves a 0.43% return, which is significantly lower than KCXIX's 11.99% return.

KCCIX

• 1D: -0.11%
• 1M: 0.23%
• YTD: 0.43%
• 6M: 0.43%
• 1Y: 4.69%
• 3Y*: 3.90%
• 5Y*: -0.24%
• 10Y*: 1.70%

KCXIX

• 1D: -0.78%
• 1M: 4.77%
• YTD: 11.99%
• 6M: 11.37%
• 1Y: 28.33%
• 3Y*: 23.01%
• 5Y*: 13.26%
• 10Y*: —

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

KCCIX vs. KCXIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
KCCIX Knights of Columbus Core Bond Fund	0.43%	6.94%	1.50%	4.99%	-14.30%	-0.58%	7.21%
KCXIX Knights of Columbus U.S. All Cap Index Fund	11.99%	17.20%	25.06%	29.05%	-21.06%	27.05%	21.54%

Correlation

The correlation between KCCIX and KCXIX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.14
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020	0.08

Over the past year, KCCIX and KCXIX have become more correlated (0.30) than their long-term average of 0.08, meaning their price movements have been converging.

Return for Risk

KCCIX vs. KCXIX — Risk / Return Rank

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

KCCIX

KCCIX Risk / Return Rank: 28
KCCIX Sharpe Ratio Rank: 26
KCCIX Sortino Ratio Rank: 27
KCCIX Omega Ratio Rank: 26
KCCIX Calmar Ratio Rank: 32
KCCIX Martin Ratio Rank: 26

KCXIX

KCXIX Risk / Return Rank: 61
KCXIX Sharpe Ratio Rank: 57
KCXIX Sortino Ratio Rank: 53
KCXIX Omega Ratio Rank: 53
KCXIX Calmar Ratio Rank: 66
KCXIX Martin Ratio Rank: 72

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.

KCCIX vs. KCXIX - 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 U.S. All Cap Index Fund (KCXIX). 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	KCXIX	Difference
Sharpe ratio: Return per unit of total volatility	1.44	2.24	-0.80
Sortino ratio: Return per unit of downside risk	2.14	3.07	-0.93
Omega ratio: Gain probability vs. loss probability	1.26	1.40	-0.14
Calmar ratio: Return relative to maximum drawdown	2.06	3.12	-1.07
Martin ratio: Return relative to average drawdown	6.13	13.76	-7.63
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KCCIX vs. KCXIX - Sharpe Ratio Comparison

The current KCCIX Sharpe Ratio is 1.44, which is lower than the KCXIX Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of KCCIX and KCXIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	KCCIX	KCXIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.44	2.24	-0.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	0.73	-0.77
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.73	-0.30

Drawdowns

KCCIX vs. KCXIX - Drawdown Comparison

The maximum KCCIX drawdown since its inception was -18.52%, smaller than the maximum KCXIX drawdown of -35.77%. Use the drawdown chart below to compare losses from any high point for KCCIX and KCXIX.

Drawdown Indicators

	KCCIX	KCXIX	Difference
Max Drawdown Largest peak-to-trough decline	-18.52%	-35.77%	+17.25%
Max Drawdown (1Y) Largest decline over 1 year	-2.59%	-9.11%	+6.52%
Max Drawdown (3Y) Largest decline over 3 years	-5.84%	-20.49%	+14.65%
Max Drawdown (5Y) Largest decline over 5 years	-18.52%	-26.99%	+8.47%
Max Drawdown (10Y) Largest decline over 10 years	-18.52%	—	—
Current Drawdown Current decline from peak	-3.12%	-0.78%	-2.34%
Average Drawdown Average peak-to-trough decline	-4.80%	-6.32%	+1.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.87%	2.06%	-1.19%

Volatility

KCCIX vs. KCXIX - Volatility Comparison

The current volatility for Knights of Columbus Core Bond Fund (KCCIX) is 1.18%, while Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a volatility of 3.26%. This indicates that KCCIX experiences smaller price fluctuations and is considered to be less risky than KCXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KCCIX	KCXIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.18%	3.26%	-2.08%
Volatility (6M) Calculated over the trailing 6-month period	2.66%	9.58%	-6.92%
Volatility (1Y) Calculated over the trailing 1-year period	3.69%	12.72%	-9.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.55%	18.31%	-12.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.69%	21.85%	-17.16%

KCCIX vs. KCXIX - Expense Ratio Comparison

KCCIX has a 0.71% expense ratio, which is lower than KCXIX's 0.92% expense ratio.

Dividends

KCCIX vs. KCXIX - Dividend Comparison

KCCIX's dividend yield for the trailing twelve months is around 4.03%, more than KCXIX's 2.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
KCCIX Knights of Columbus Core Bond Fund	4.03%	3.95%	3.73%	3.23%	2.80%	2.19%	3.19%	2.97%	2.96%	2.63%	2.41%
KCXIX Knights of Columbus U.S. All Cap Index Fund	2.51%	2.81%	2.61%	1.85%	1.41%	1.48%	1.28%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both KCCIX and KCXIX in my portfolio?

KCCIX and KCXIX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, KCCIX or KCXIX?

KCXIX has higher volatility (3.26%) compared to KCCIX (1.18%). In terms of maximum drawdown, KCCIX dropped -18.52% vs KCXIX's -35.77%.

Which has better risk-adjusted returns?

KCXIX currently has the higher Sharpe Ratio (2.24 vs 1.44), 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.