KCRIX vs. KCEIX
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Knights of Columbus Long/Short Equity Fund (KCEIX).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCRIX or KCEIX.
Correlation
The correlation between KCRIX and KCEIX is 0.26, 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.
Performance
KCRIX vs. KCEIX - Performance Comparison
Key characteristics
KCRIX:
0.83
KCEIX:
3.19
KCRIX:
1.19
KCEIX:
4.85
KCRIX:
1.15
KCEIX:
1.64
KCRIX:
0.31
KCEIX:
4.82
KCRIX:
2.94
KCEIX:
22.29
KCRIX:
4.26%
KCEIX:
0.70%
KCRIX:
15.11%
KCEIX:
4.91%
KCRIX:
-45.58%
KCEIX:
-16.07%
KCRIX:
-29.88%
KCEIX:
0.00%
Returns By Period
In the year-to-date period, KCRIX achieves a 1.10% return, which is significantly lower than KCEIX's 2.74% return.
KCRIX
1.10%
1.85%
-0.73%
10.05%
-3.19%
N/A
KCEIX
2.74%
1.39%
9.70%
15.86%
6.44%
N/A
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KCRIX vs. KCEIX - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is lower than KCEIX's 1.50% expense ratio.
Risk-Adjusted Performance
KCRIX vs. KCEIX — Risk-Adjusted Performance Rank
KCRIX
KCEIX
KCRIX vs. KCEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and Knights of Columbus Long/Short Equity Fund (KCEIX). 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.
Dividends
KCRIX vs. KCEIX - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 2.54%, more than KCEIX's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 2.54% | 2.56% | 2.48% | 2.17% | 1.45% | 2.25% | 0.44% |
KCEIX Knights of Columbus Long/Short Equity Fund | 2.29% | 2.35% | 2.20% | 0.81% | 0.00% | 0.15% | 0.00% |
Drawdowns
KCRIX vs. KCEIX - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -45.58%, which is greater than KCEIX's maximum drawdown of -16.07%. Use the drawdown chart below to compare losses from any high point for KCRIX and KCEIX. For additional features, visit the drawdowns tool.
Volatility
KCRIX vs. KCEIX - Volatility Comparison
Knights of Columbus Real Estate Fund (KCRIX) has a higher volatility of 4.60% compared to Knights of Columbus Long/Short Equity Fund (KCEIX) at 1.43%. This indicates that KCRIX's price experiences larger fluctuations and is considered to be riskier than KCEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.