KCIIX vs. FSGEX
Compare and contrast key facts about Knights of Columbus International Equity Fund (KCIIX) and Fidelity Series Global ex U.S. Index Fund (FSGEX).
KCIIX is managed by Catholic Investor. It was launched on Feb 27, 2015. FSGEX is managed by Fidelity. It was launched on Sep 29, 2009.
Performance
KCIIX vs. FSGEX - Performance Comparison
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KCIIX vs. FSGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCIIX Knights of Columbus International Equity Fund | -1.69% | 29.20% | 7.57% | 13.59% | -19.07% | 11.40% | 13.80% | 19.31% | -12.45% | 29.87% |
FSGEX Fidelity Series Global ex U.S. Index Fund | -1.20% | 32.99% | 5.34% | 15.56% | -15.75% | 7.77% | 10.75% | 21.41% | -13.99% | 27.47% |
Returns By Period
In the year-to-date period, KCIIX achieves a -1.69% return, which is significantly lower than FSGEX's -1.20% return. Both investments have delivered pretty close results over the past 10 years, with KCIIX having a 8.89% annualized return and FSGEX not far behind at 8.55%.
KCIIX
- 1D
- -0.20%
- 1M
- -12.00%
- YTD
- -1.69%
- 6M
- 2.33%
- 1Y
- 19.45%
- 3Y*
- 13.62%
- 5Y*
- 5.81%
- 10Y*
- 8.89%
FSGEX
- 1D
- -0.06%
- 1M
- -11.07%
- YTD
- -1.20%
- 6M
- 3.57%
- 1Y
- 23.80%
- 3Y*
- 14.32%
- 5Y*
- 6.98%
- 10Y*
- 8.55%
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KCIIX vs. FSGEX - Expense Ratio Comparison
KCIIX has a 1.21% expense ratio, which is higher than FSGEX's 0.01% expense ratio.
Return for Risk
KCIIX vs. FSGEX — Risk / Return Rank
KCIIX
FSGEX
KCIIX vs. FSGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus International Equity Fund (KCIIX) and Fidelity Series Global ex U.S. Index Fund (FSGEX). 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.
| KCIIX | FSGEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.43 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.93 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.89 | -0.54 |
Martin ratioReturn relative to average drawdown | 5.45 | 7.46 | -2.01 |
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
| KCIIX | FSGEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.43 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.46 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.36 | +0.19 |
Correlation
The correlation between KCIIX and FSGEX is 0.94, 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
KCIIX vs. FSGEX - Dividend Comparison
KCIIX's dividend yield for the trailing twelve months is around 3.26%, more than FSGEX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCIIX Knights of Columbus International Equity Fund | 3.26% | 3.40% | 2.53% | 1.97% | 2.23% | 10.06% | 0.99% | 2.96% | 4.85% | 0.67% | 1.66% | 0.00% |
FSGEX Fidelity Series Global ex U.S. Index Fund | 3.06% | 3.02% | 2.98% | 2.90% | 2.78% | 2.59% | 1.68% | 2.10% | 2.86% | 2.48% | 2.56% | 2.61% |
Drawdowns
KCIIX vs. FSGEX - Drawdown Comparison
The maximum KCIIX drawdown since its inception was -35.81%, roughly equal to the maximum FSGEX drawdown of -34.74%. Use the drawdown chart below to compare losses from any high point for KCIIX and FSGEX.
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Drawdown Indicators
| KCIIX | FSGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.81% | -34.74% | -1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -11.24% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -29.66% | -3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -34.74% | -1.07% |
Current DrawdownCurrent decline from peak | -12.66% | -11.24% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -8.51% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.86% | +0.30% |
Volatility
KCIIX vs. FSGEX - Volatility Comparison
Knights of Columbus International Equity Fund (KCIIX) has a higher volatility of 7.73% compared to Fidelity Series Global ex U.S. Index Fund (FSGEX) at 7.21%. This indicates that KCIIX's price experiences larger fluctuations and is considered to be riskier than FSGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCIIX | FSGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 7.21% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 10.85% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 16.09% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 15.14% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.84% | 16.12% | -0.28% |