KCRIX vs. FRIFX
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Fidelity Real Estate Income Fund (FRIFX).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Performance
KCRIX vs. FRIFX - Performance Comparison
Loading graphics...
KCRIX vs. FRIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 2.80% | -1.54% | 4.12% | 8.12% | -22.77% | 35.07% | -0.90% | 5.00% |
FRIFX Fidelity Real Estate Income Fund | 0.41% | 7.16% | 7.93% | 9.32% | -14.54% | 18.90% | -1.09% | 1.48% |
Returns By Period
In the year-to-date period, KCRIX achieves a 2.80% return, which is significantly higher than FRIFX's 0.41% return.
KCRIX
- 1D
- 1.51%
- 1M
- -6.80%
- YTD
- 2.80%
- 6M
- 0.51%
- 1Y
- 0.60%
- 3Y*
- 3.26%
- 5Y*
- 2.03%
- 10Y*
- —
FRIFX
- 1D
- 0.41%
- 1M
- -2.62%
- YTD
- 0.41%
- 6M
- 1.17%
- 1Y
- 4.70%
- 3Y*
- 7.54%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCRIX vs. FRIFX - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is higher than FRIFX's 0.71% expense ratio.
Return for Risk
KCRIX vs. FRIFX — Risk / Return Rank
KCRIX
FRIFX
KCRIX vs. FRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and Fidelity Real Estate Income Fund (FRIFX). 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.
| KCRIX | FRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.97 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.30 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 1.14 | -1.00 |
Martin ratioReturn relative to average drawdown | 0.55 | 4.83 | -4.28 |
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
| KCRIX | FRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.97 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.59 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.72 | -0.56 |
Correlation
The correlation between KCRIX and FRIFX is 0.86, 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
KCRIX vs. FRIFX - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 1.80%, less than FRIFX's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 1.80% | 2.48% | 2.56% | 2.47% | 10.29% | 20.89% | 4.16% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% |
FRIFX Fidelity Real Estate Income Fund | 4.67% | 4.69% | 4.65% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 5.08% | 4.40% | 4.98% | 3.65% |
Drawdowns
KCRIX vs. FRIFX - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -39.93%, roughly equal to the maximum FRIFX drawdown of -38.27%. Use the drawdown chart below to compare losses from any high point for KCRIX and FRIFX.
Loading graphics...
Drawdown Indicators
| KCRIX | FRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.93% | -38.27% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -4.34% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -32.52% | -18.12% | -14.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.50% | — |
Current DrawdownCurrent decline from peak | -12.96% | -2.70% | -10.26% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -4.29% | -8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 1.03% | +2.08% |
Volatility
KCRIX vs. FRIFX - Volatility Comparison
Knights of Columbus Real Estate Fund (KCRIX) has a higher volatility of 4.22% compared to Fidelity Real Estate Income Fund (FRIFX) at 1.69%. This indicates that KCRIX's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KCRIX | FRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 1.69% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 2.93% | +6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.82% | 4.96% | +10.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 6.50% | +11.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 9.47% | +11.78% |