KCIIX vs. KCCIX
Compare and contrast key facts about Knights of Columbus International Equity Fund (KCIIX) and Knights of Columbus Core Bond Fund (KCCIX).
KCIIX 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
KCIIX vs. KCCIX - Performance Comparison
Loading graphics...
KCIIX vs. KCCIX - 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% |
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, KCIIX achieves a -1.69% return, which is significantly lower than KCCIX's -1.24% return. Over the past 10 years, KCIIX has outperformed KCCIX with an annualized return of 8.89%, while KCCIX has yielded a comparatively lower 1.64% annualized return.
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%
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.
KCIIX vs. KCCIX - Expense Ratio Comparison
KCIIX has a 1.21% expense ratio, which is higher than KCCIX's 0.71% expense ratio.
Return for Risk
KCIIX vs. KCCIX — Risk / Return Rank
KCIIX
KCCIX
KCIIX vs. KCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus International Equity Fund (KCIIX) 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.
| KCIIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.75 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.07 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.23 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.45 | 4.11 | +1.34 |
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
| KCIIX | KCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.75 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | -0.05 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.35 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.40 | +0.15 |
Correlation
The correlation between KCIIX and KCCIX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
KCIIX vs. KCCIX - Dividend Comparison
KCIIX's dividend yield for the trailing twelve months is around 3.26%, more than KCCIX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
KCIIX vs. KCCIX - Drawdown Comparison
The maximum KCIIX drawdown since its inception was -35.81%, which is greater than KCCIX's maximum drawdown of -18.52%. Use the drawdown chart below to compare losses from any high point for KCIIX and KCCIX.
Loading graphics...
Drawdown Indicators
| KCIIX | KCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.81% | -18.52% | -17.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -3.00% | -9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -18.52% | -14.24% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -18.52% | -17.29% |
Current DrawdownCurrent decline from peak | -12.66% | -4.74% | -7.92% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -4.82% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 0.90% | +2.26% |
Volatility
KCIIX vs. KCCIX - Volatility Comparison
Knights of Columbus International Equity Fund (KCIIX) has a higher volatility of 7.73% compared to Knights of Columbus Core Bond Fund (KCCIX) at 1.56%. This indicates that KCIIX'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
| KCIIX | KCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 1.56% | +6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 2.50% | +9.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 4.10% | +12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 5.53% | +9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.84% | 4.68% | +11.16% |