KCGIX vs. KCSIX
Compare and contrast key facts about Knights of Columbus Large Cap Growth Fund (KCGIX) and Knights of Columbus Small Cap Fund (KCSIX).
KCGIX 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
KCGIX vs. KCSIX - Performance Comparison
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KCGIX vs. KCSIX - 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% |
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, KCGIX achieves a -11.27% return, which is significantly lower than KCSIX's 1.44% return. Over the past 10 years, KCGIX has outperformed KCSIX with an annualized return of 12.88%, while KCSIX has yielded a comparatively lower 9.17% 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%
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%
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KCGIX vs. KCSIX - Expense Ratio Comparison
KCGIX has a 0.90% expense ratio, which is lower than KCSIX's 1.05% expense ratio.
Return for Risk
KCGIX vs. KCSIX — Risk / Return Rank
KCGIX
KCSIX
KCGIX vs. KCSIX - 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 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.
| KCGIX | KCSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.15 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.69 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.67 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.09 | 7.15 | -3.06 |
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
| KCGIX | KCSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.15 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.28 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.40 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.40 | +0.22 |
Correlation
The correlation between KCGIX and KCSIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
KCGIX vs. KCSIX - Dividend Comparison
KCGIX's dividend yield for the trailing twelve months is around 6.78%, less than KCSIX's 11.55% 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% |
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
KCGIX vs. KCSIX - Drawdown Comparison
The maximum KCGIX drawdown since its inception was -35.51%, smaller than the maximum KCSIX drawdown of -45.52%. Use the drawdown chart below to compare losses from any high point for KCGIX and KCSIX.
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Drawdown Indicators
| KCGIX | KCSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.51% | -45.52% | +10.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -13.38% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -35.51% | -30.88% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -45.52% | +10.01% |
Current DrawdownCurrent decline from peak | -13.55% | -9.12% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -9.23% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.13% | +0.42% |
Volatility
KCGIX vs. KCSIX - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Growth Fund (KCGIX) is 5.02%, while Knights of Columbus Small Cap Fund (KCSIX) has a volatility of 6.53%. This indicates that KCGIX 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.
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Volatility by Period
| KCGIX | KCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 6.53% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 12.95% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.50% | 21.42% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.55% | 21.23% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 22.76% | -2.18% |