KCGIX vs. KCVIX
KCGIX (Knights of Columbus Large Cap Growth Fund) and KCVIX (Knights of Columbus Large Cap Value Fund) are both mutual funds - KCGIX is a Large Cap Growth Equities fund managed by Catholic Investor, while KCVIX is a Large Cap Value Equities fund managed by Catholic Investor. Over the past 10 years, KCGIX returned 14.84%/yr vs 12.99%/yr for KCVIX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.90% expense ratio.
Performance
KCGIX vs. KCVIX - Performance Comparison
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Returns By Period
In the year-to-date period, KCGIX achieves a 8.96% return, which is significantly lower than KCVIX's 17.48% return. Over the past 10 years, KCGIX has outperformed KCVIX with an annualized return of 14.84%, while KCVIX has yielded a comparatively lower 12.99% annualized return.
KCGIX
- 1D
- 2.71%
- 1M
- -1.22%
- 6M
- 9.56%
- YTD
- 8.96%
- 1Y
- 20.45%
- 3Y*
- 21.08%
- 5Y*
- 10.93%
- 10Y*
- 14.84%
- ALL TIME*
- 14.47%
KCVIX
- 1D
- 0.52%
- 1M
- 1.53%
- 6M
- 11.13%
- YTD
- 17.48%
- 1Y
- 30.31%
- 3Y*
- 20.22%
- 5Y*
- 13.00%
- 10Y*
- 12.99%
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
KCGIX vs. KCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCGIX Knights of Columbus Large Cap Growth Fund | 8.96% | 20.25% | 27.89% | 38.13% | -31.49% | 19.60% | 33.86% | 30.72% | -5.22% | 26.71% |
KCVIX Knights of Columbus Large Cap Value Fund | 17.48% | 17.11% | 19.35% | 14.97% | -8.11% | 28.89% | -0.26% | 28.45% | -8.72% | 15.80% |
Correlation
The correlation between KCGIX and KCVIX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.70 |
Over the past year, the correlation between KCGIX and KCVIX has dropped to 0.48 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
KCGIX vs. KCVIX — Risk / Return Rank
KCGIX
KCVIX
KCGIX vs. KCVIX - 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 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KCGIX | KCVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.49 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 4.65 | -3.29 |
| Martin ratioReturn relative to average drawdown | 4.90 | 17.90 | -13.00 |
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Drawdowns
KCGIX vs. KCVIX - Drawdown Comparison
The maximum KCGIX drawdown since its inception was -35.51%, smaller than the maximum KCVIX drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for KCGIX and KCVIX.
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Drawdown Indicators
| KCGIX | KCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.51% | -39.82% | +4.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -6.16% | -7.34% |
Max Drawdown (3Y)Largest decline over 3 years | -22.20% | -15.04% | -7.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.51% | -18.67% | -16.84% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -39.82% | +4.31% |
Current DrawdownCurrent decline from peak | -4.41% | -0.89% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -4.27% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 1.60% | +2.15% |
Volatility
KCGIX vs. KCVIX - Volatility Comparison
Knights of Columbus Large Cap Growth Fund (KCGIX) has a higher volatility of 5.08% compared to Knights of Columbus Large Cap Value Fund (KCVIX) at 2.63%. 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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Volatility by Period
| KCGIX | KCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 2.63% | +2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 7.68% | +5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 10.29% | +5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.82% | 14.55% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 17.40% | +3.36% |
KCGIX vs. KCVIX - Expense Ratio Comparison
Both KCGIX and KCVIX have an expense ratio of 0.90%.
Dividends
KCGIX vs. KCVIX - Dividend Comparison
KCGIX's dividend yield for the trailing twelve months is around 5.57%, less than KCVIX's 7.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCGIX Knights of Columbus Large Cap Growth Fund | 5.57% | 6.03% | 0.69% | 0.15% | 0.03% | 13.90% | 5.61% | 5.20% | 13.63% | 0.91% | 0.34% |
KCVIX Knights of Columbus Large Cap Value Fund | 7.58% | 8.95% | 9.50% | 1.21% | 5.89% | 5.61% | 1.24% | 3.31% | 3.59% | 2.65% | 1.54% |
Frequently Asked Questions
KCGIX and KCVIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCGIX has higher volatility (5.08%) compared to KCVIX (2.63%). In terms of maximum drawdown, KCGIX dropped -35.51% vs KCVIX's -39.82%.
KCVIX currently has the higher Sharpe Ratio (2.79 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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