KCIIX vs. KCGIX
Compare and contrast key facts about Knights of Columbus International Equity Fund (KCIIX) and Knights of Columbus Large Cap Growth Fund (KCGIX).
KCIIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCGIX 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: KCIIX or KCGIX.
Correlation
The correlation between KCIIX and KCGIX is 0.71, 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
KCIIX vs. KCGIX - Performance Comparison
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Key characteristics
KCIIX:
0.78
KCGIX:
0.62
KCIIX:
1.25
KCGIX:
1.09
KCIIX:
1.17
KCGIX:
1.16
KCIIX:
0.76
KCGIX:
0.71
KCIIX:
3.55
KCGIX:
2.46
KCIIX:
3.69%
KCGIX:
6.37%
KCIIX:
15.53%
KCGIX:
22.96%
KCIIX:
-38.18%
KCGIX:
-43.59%
KCIIX:
-0.85%
KCGIX:
-3.23%
Returns By Period
In the year-to-date period, KCIIX achieves a 14.06% return, which is significantly higher than KCGIX's 1.36% return. Over the past 10 years, KCIIX has underperformed KCGIX with an annualized return of 4.98%, while KCGIX has yielded a comparatively higher 7.78% annualized return.
KCIIX
14.06%
9.53%
12.23%
12.03%
10.95%
4.98%
KCGIX
1.36%
16.64%
2.36%
14.24%
10.18%
7.78%
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KCIIX vs. KCGIX - Expense Ratio Comparison
KCIIX has a 1.21% expense ratio, which is higher than KCGIX's 0.90% expense ratio.
Risk-Adjusted Performance
KCIIX vs. KCGIX — Risk-Adjusted Performance Rank
KCIIX
KCGIX
KCIIX vs. KCGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus International Equity Fund (KCIIX) and Knights of Columbus Large Cap Growth Fund (KCGIX). 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
KCIIX vs. KCGIX - Dividend Comparison
KCIIX's dividend yield for the trailing twelve months is around 2.25%, more than KCGIX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCIIX Knights of Columbus International Equity Fund | 2.25% | 2.54% | 1.98% | 2.23% | 1.43% | 0.99% | 1.93% | 2.24% | 1.41% | 1.65% | 1.39% |
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% |
Drawdowns
KCIIX vs. KCGIX - Drawdown Comparison
The maximum KCIIX drawdown since its inception was -38.18%, smaller than the maximum KCGIX drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for KCIIX and KCGIX. For additional features, visit the drawdowns tool.
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Volatility
KCIIX vs. KCGIX - Volatility Comparison
The current volatility for Knights of Columbus International Equity Fund (KCIIX) is 2.74%, while Knights of Columbus Large Cap Growth Fund (KCGIX) has a volatility of 6.04%. This indicates that KCIIX experiences smaller price fluctuations and is considered to be less risky than KCGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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