KCRIX vs. FRIRX
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. FRIRX is managed by Fidelity.
Performance
KCRIX vs. FRIRX - Performance Comparison
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KCRIX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 1.27% | -1.54% | 4.12% | 8.12% | -22.77% | 35.07% | -0.90% | 5.00% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 1.41% |
Returns By Period
In the year-to-date period, KCRIX achieves a 1.27% return, which is significantly higher than FRIRX's 0.41% return.
KCRIX
- 1D
- 0.00%
- 1M
- -8.18%
- YTD
- 1.27%
- 6M
- -0.98%
- 1Y
- -0.89%
- 3Y*
- 2.74%
- 5Y*
- 2.03%
- 10Y*
- —
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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KCRIX vs. FRIRX - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
KCRIX vs. FRIRX — Risk / Return Rank
KCRIX
FRIRX
KCRIX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.98 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.13 | 1.30 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.14 | -1.11 |
Martin ratioReturn relative to average drawdown | 0.11 | 4.76 | -4.65 |
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
| KCRIX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.98 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.59 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.79 | -0.64 |
Correlation
The correlation between KCRIX and FRIRX 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. FRIRX - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 1.83%, less than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 1.83% | 2.48% | 2.56% | 2.47% | 10.29% | 20.89% | 4.16% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
KCRIX vs. FRIRX - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -39.93%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for KCRIX and FRIRX.
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Drawdown Indicators
| KCRIX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.93% | -34.50% | -5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -4.30% | -7.62% |
Max Drawdown (5Y)Largest decline over 5 years | -32.52% | -18.18% | -14.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.50% | — |
Current DrawdownCurrent decline from peak | -14.25% | -2.71% | -11.54% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -3.30% | -9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.03% | +2.05% |
Volatility
KCRIX vs. FRIRX - Volatility Comparison
Knights of Columbus Real Estate Fund (KCRIX) has a higher volatility of 3.84% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that KCRIX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCRIX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 1.66% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 2.84% | +6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 4.91% | +10.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 6.53% | +11.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 9.49% | +11.76% |