KCEIX vs. KCSIX
Compare and contrast key facts about Knights of Columbus Long/Short Equity Fund (KCEIX) and Knights of Columbus Small Cap Fund (KCSIX).
KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019. KCSIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCEIX or KCSIX.
Correlation
The correlation between KCEIX and KCSIX is 0.35, 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.
Performance
KCEIX vs. KCSIX - Performance Comparison
Key characteristics
KCEIX:
3.19
KCSIX:
0.51
KCEIX:
4.86
KCSIX:
0.82
KCEIX:
1.64
KCSIX:
1.11
KCEIX:
4.83
KCSIX:
0.41
KCEIX:
22.32
KCSIX:
1.74
KCEIX:
0.70%
KCSIX:
5.72%
KCEIX:
4.91%
KCSIX:
19.27%
KCEIX:
-16.07%
KCSIX:
-51.81%
KCEIX:
-0.16%
KCSIX:
-15.88%
Returns By Period
In the year-to-date period, KCEIX achieves a 2.57% return, which is significantly higher than KCSIX's 2.43% return.
KCEIX
2.57%
1.23%
9.72%
15.67%
6.36%
N/A
KCSIX
2.43%
-0.66%
-1.32%
8.99%
4.27%
N/A
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KCEIX vs. KCSIX - Expense Ratio Comparison
KCEIX has a 1.50% expense ratio, which is higher than KCSIX's 1.05% expense ratio.
Risk-Adjusted Performance
KCEIX vs. KCSIX — Risk-Adjusted Performance Rank
KCEIX
KCSIX
KCEIX vs. KCSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Long/Short Equity Fund (KCEIX) 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.
Dividends
KCEIX vs. KCSIX - Dividend Comparison
KCEIX's dividend yield for the trailing twelve months is around 2.29%, more than KCSIX's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCEIX Knights of Columbus Long/Short Equity Fund | 2.29% | 2.35% | 2.20% | 0.81% | 0.00% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KCSIX Knights of Columbus Small Cap Fund | 0.59% | 0.60% | 0.84% | 0.70% | 0.00% | 0.00% | 0.24% | 0.10% | 0.05% | 0.23% | 0.20% |
Drawdowns
KCEIX vs. KCSIX - Drawdown Comparison
The maximum KCEIX drawdown since its inception was -16.07%, smaller than the maximum KCSIX drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for KCEIX and KCSIX. For additional features, visit the drawdowns tool.
Volatility
KCEIX vs. KCSIX - Volatility Comparison
The current volatility for Knights of Columbus Long/Short Equity Fund (KCEIX) is 1.45%, while Knights of Columbus Small Cap Fund (KCSIX) has a volatility of 4.19%. This indicates that KCEIX 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.