KCLIX vs. KCIIX
Compare and contrast key facts about Knights of Columbus Limited Duration Fund (KCLIX) and Knights of Columbus International Equity Fund (KCIIX).
KCLIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCIIX 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: KCLIX or KCIIX.
Correlation
The correlation between KCLIX and KCIIX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
KCLIX vs. KCIIX - Performance Comparison
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Key characteristics
KCLIX:
3.25
KCIIX:
0.78
KCLIX:
5.12
KCIIX:
1.25
KCLIX:
1.80
KCIIX:
1.17
KCLIX:
7.71
KCIIX:
0.76
KCLIX:
22.19
KCIIX:
3.55
KCLIX:
0.25%
KCIIX:
3.69%
KCLIX:
1.69%
KCIIX:
15.53%
KCLIX:
-5.82%
KCIIX:
-38.18%
KCLIX:
-0.31%
KCIIX:
-0.85%
Returns By Period
In the year-to-date period, KCLIX achieves a 1.84% return, which is significantly lower than KCIIX's 14.06% return. Over the past 10 years, KCLIX has underperformed KCIIX with an annualized return of 1.79%, while KCIIX has yielded a comparatively higher 5.00% annualized return.
KCLIX
1.84%
0.31%
2.49%
5.55%
1.94%
1.79%
KCIIX
14.06%
8.35%
12.23%
12.03%
10.17%
5.00%
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KCLIX vs. KCIIX - Expense Ratio Comparison
KCLIX has a 0.71% expense ratio, which is lower than KCIIX's 1.21% expense ratio.
Risk-Adjusted Performance
KCLIX vs. KCIIX — Risk-Adjusted Performance Rank
KCLIX
KCIIX
KCLIX vs. KCIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Limited Duration Fund (KCLIX) and Knights of Columbus International Equity Fund (KCIIX). 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
KCLIX vs. KCIIX - Dividend Comparison
KCLIX's dividend yield for the trailing twelve months is around 4.25%, more than KCIIX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCLIX Knights of Columbus Limited Duration Fund | 4.25% | 4.16% | 2.85% | 1.39% | 0.98% | 1.80% | 2.48% | 2.25% | 1.78% | 1.22% | 0.73% |
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% |
Drawdowns
KCLIX vs. KCIIX - Drawdown Comparison
The maximum KCLIX drawdown since its inception was -5.82%, smaller than the maximum KCIIX drawdown of -38.18%. Use the drawdown chart below to compare losses from any high point for KCLIX and KCIIX. For additional features, visit the drawdowns tool.
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Volatility
KCLIX vs. KCIIX - Volatility Comparison
The current volatility for Knights of Columbus Limited Duration Fund (KCLIX) is 0.58%, while Knights of Columbus International Equity Fund (KCIIX) has a volatility of 2.74%. This indicates that KCLIX experiences smaller price fluctuations and is considered to be less risky than KCIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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