KCEIX vs. ATESX
Compare and contrast key facts about Knights of Columbus Long/Short Equity Fund (KCEIX) and Anchor Risk Managed Equity Strategies Fund (ATESX).
KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019. ATESX is managed by BlackRock. It was launched on Sep 5, 2016.
Performance
KCEIX vs. ATESX - Performance Comparison
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KCEIX vs. ATESX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCEIX Knights of Columbus Long/Short Equity Fund | 3.04% | 5.51% | 15.09% | 2.84% | 10.41% | 16.74% | -11.05% | 0.20% |
ATESX Anchor Risk Managed Equity Strategies Fund | -1.11% | 5.56% | 7.21% | 8.12% | -9.25% | 11.06% | 18.02% | 2.54% |
Returns By Period
In the year-to-date period, KCEIX achieves a 3.04% return, which is significantly higher than ATESX's -1.11% return.
KCEIX
- 1D
- -0.23%
- 1M
- 2.31%
- YTD
- 3.04%
- 6M
- 5.67%
- 1Y
- 9.14%
- 3Y*
- 9.65%
- 5Y*
- 9.17%
- 10Y*
- —
ATESX
- 1D
- 0.00%
- 1M
- 0.40%
- YTD
- -1.11%
- 6M
- -3.80%
- 1Y
- 8.95%
- 3Y*
- 5.81%
- 5Y*
- 4.36%
- 10Y*
- —
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KCEIX vs. ATESX - Expense Ratio Comparison
KCEIX has a 1.50% expense ratio, which is lower than ATESX's 2.10% expense ratio.
Return for Risk
KCEIX vs. ATESX — Risk / Return Rank
KCEIX
ATESX
KCEIX vs. ATESX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Long/Short Equity Fund (KCEIX) and Anchor Risk Managed Equity Strategies Fund (ATESX). 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.
| KCEIX | ATESX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.93 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.27 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 1.05 | +1.62 |
Martin ratioReturn relative to average drawdown | 8.16 | 2.26 | +5.90 |
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
| KCEIX | ATESX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.93 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.31 | 0.42 | +0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.76 | +0.04 |
Correlation
The correlation between KCEIX and ATESX is 0.10, 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
KCEIX vs. ATESX - Dividend Comparison
KCEIX's dividend yield for the trailing twelve months is around 1.20%, while ATESX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCEIX Knights of Columbus Long/Short Equity Fund | 1.20% | 1.66% | 2.35% | 2.20% | 7.60% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% |
ATESX Anchor Risk Managed Equity Strategies Fund | 0.00% | 0.00% | 0.00% | 1.30% | 7.45% | 0.00% | 0.00% | 11.78% | 7.70% | 6.02% |
Drawdowns
KCEIX vs. ATESX - Drawdown Comparison
The maximum KCEIX drawdown since its inception was -16.07%, which is greater than ATESX's maximum drawdown of -12.87%. Use the drawdown chart below to compare losses from any high point for KCEIX and ATESX.
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Drawdown Indicators
| KCEIX | ATESX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.07% | -12.87% | -3.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.50% | -8.92% | +5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -7.12% | -12.87% | +5.75% |
Current DrawdownCurrent decline from peak | -0.23% | -7.71% | +7.48% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -3.69% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 4.14% | -2.99% |
Volatility
KCEIX vs. ATESX - Volatility Comparison
Knights of Columbus Long/Short Equity Fund (KCEIX) has a higher volatility of 1.39% compared to Anchor Risk Managed Equity Strategies Fund (ATESX) at 0.64%. This indicates that KCEIX's price experiences larger fluctuations and is considered to be riskier than ATESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCEIX | ATESX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 0.64% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 3.79% | 7.73% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.52% | 9.81% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.02% | 10.46% | -3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 10.96% | -2.89% |