KCGIX vs. KCVIX
Compare and contrast key facts about Knights of Columbus Large Cap Growth Fund (KCGIX) and Knights of Columbus Large Cap Value Fund (KCVIX).
KCGIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCVIX 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: KCGIX or KCVIX.
Correlation
The correlation between KCGIX and KCVIX is 0.87, 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.
Performance
KCGIX vs. KCVIX - Performance Comparison
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Key characteristics
KCGIX:
0.62
KCVIX:
0.07
KCGIX:
1.09
KCVIX:
0.22
KCGIX:
1.16
KCVIX:
1.03
KCGIX:
0.71
KCVIX:
0.07
KCGIX:
2.46
KCVIX:
0.17
KCGIX:
6.37%
KCVIX:
8.46%
KCGIX:
22.96%
KCVIX:
17.04%
KCGIX:
-43.59%
KCVIX:
-39.82%
KCGIX:
-3.23%
KCVIX:
-9.96%
Returns By Period
In the year-to-date period, KCGIX achieves a 1.36% return, which is significantly lower than KCVIX's 4.00% return. Over the past 10 years, KCGIX has outperformed KCVIX with an annualized return of 7.78%, while KCVIX has yielded a comparatively lower 7.20% annualized return.
KCGIX
1.36%
16.64%
2.36%
14.24%
10.18%
7.78%
KCVIX
4.00%
9.15%
-7.12%
1.14%
13.00%
7.20%
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KCGIX vs. KCVIX - Expense Ratio Comparison
Both KCGIX and KCVIX have an expense ratio of 0.90%.
Risk-Adjusted Performance
KCGIX vs. KCVIX — Risk-Adjusted Performance Rank
KCGIX
KCVIX
KCGIX vs. KCVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Growth Fund (KCGIX) and Knights of Columbus Large Cap Value Fund (KCVIX). 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.
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Dividends
KCGIX vs. KCVIX - Dividend Comparison
KCGIX's dividend yield for the trailing twelve months is around 0.65%, less than KCVIX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCGIX Knights of Columbus Large Cap Growth Fund | 0.65% | 0.69% | 0.15% | 0.03% | 13.90% | 5.61% | 5.20% | 13.63% | 0.91% | 0.34% | 0.14% |
KCVIX Knights of Columbus Large Cap Value Fund | 1.52% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% |
Drawdowns
KCGIX vs. KCVIX - Drawdown Comparison
The maximum KCGIX drawdown since its inception was -43.59%, which is greater than KCVIX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for KCGIX and KCVIX. For additional features, visit the drawdowns tool.
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Volatility
KCGIX vs. KCVIX - Volatility Comparison
Knights of Columbus Large Cap Growth Fund (KCGIX) has a higher volatility of 6.04% compared to Knights of Columbus Large Cap Value Fund (KCVIX) at 4.11%. This indicates that KCGIX's price experiences larger fluctuations and is considered to be riskier than KCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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