KCGIX vs. KCCIX
Compare and contrast key facts about Knights of Columbus Large Cap Growth Fund (KCGIX) and Knights of Columbus Core Bond Fund (KCCIX).
KCGIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCGIX vs. KCCIX - Performance Comparison
Loading graphics...
KCGIX vs. KCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCGIX Knights of Columbus Large Cap Growth Fund | -11.27% | 20.25% | 27.89% | 38.13% | -31.49% | 19.60% | 33.86% | 30.72% | -5.22% | 26.71% |
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% |
Returns By Period
In the year-to-date period, KCGIX achieves a -11.27% return, which is significantly lower than KCCIX's -1.24% return. Over the past 10 years, KCGIX has outperformed KCCIX with an annualized return of 12.88%, while KCCIX has yielded a comparatively lower 1.64% annualized return.
KCGIX
- 1D
- -0.80%
- 1M
- -8.57%
- YTD
- -11.27%
- 6M
- -9.51%
- 1Y
- 17.05%
- 3Y*
- 18.53%
- 5Y*
- 8.86%
- 10Y*
- 12.88%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCGIX vs. KCCIX - Expense Ratio Comparison
KCGIX has a 0.90% expense ratio, which is higher than KCCIX's 0.71% expense ratio.
Return for Risk
KCGIX vs. KCCIX — Risk / Return Rank
KCGIX
KCCIX
KCGIX vs. KCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Growth Fund (KCGIX) and Knights of Columbus Core Bond Fund (KCCIX). 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.
| KCGIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.75 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.07 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.23 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.09 | 4.11 | -0.02 |
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
| KCGIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.75 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | -0.05 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.35 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.40 | +0.22 |
Correlation
The correlation between KCGIX and KCCIX is -0.00. 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
KCGIX vs. KCCIX - Dividend Comparison
KCGIX's dividend yield for the trailing twelve months is around 6.78%, more than KCCIX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCGIX Knights of Columbus Large Cap Growth Fund | 6.78% | 6.03% | 0.69% | 0.15% | 0.03% | 13.90% | 5.61% | 5.20% | 13.63% | 0.91% | 0.34% |
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% |
Drawdowns
KCGIX vs. KCCIX - Drawdown Comparison
The maximum KCGIX drawdown since its inception was -35.51%, which is greater than KCCIX's maximum drawdown of -18.52%. Use the drawdown chart below to compare losses from any high point for KCGIX and KCCIX.
Loading graphics...
Drawdown Indicators
| KCGIX | KCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.51% | -18.52% | -16.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -3.00% | -10.55% |
Max Drawdown (5Y)Largest decline over 5 years | -35.51% | -18.52% | -16.99% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -18.52% | -16.99% |
Current DrawdownCurrent decline from peak | -13.55% | -4.74% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -4.82% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 0.90% | +2.65% |
Volatility
KCGIX vs. KCCIX - Volatility Comparison
Knights of Columbus Large Cap Growth Fund (KCGIX) has a higher volatility of 5.02% compared to Knights of Columbus Core Bond Fund (KCCIX) at 1.56%. This indicates that KCGIX's price experiences larger fluctuations and is considered to be riskier than KCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KCGIX | KCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 1.56% | +3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 2.50% | +8.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.50% | 4.10% | +16.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.55% | 5.53% | +15.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 4.68% | +15.90% |