KCRIX vs. KCIIX
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Knights of Columbus International Equity Fund (KCIIX).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. KCIIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCRIX vs. KCIIX - Performance Comparison
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KCRIX vs. KCIIX - 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% |
KCIIX Knights of Columbus International Equity Fund | -1.69% | 29.20% | 7.57% | 13.59% | -19.07% | 11.40% | 13.80% | 8.40% |
Returns By Period
In the year-to-date period, KCRIX achieves a 1.27% return, which is significantly higher than KCIIX's -1.69% return.
KCRIX
- 1D
- 0.00%
- 1M
- -7.86%
- YTD
- 1.27%
- 6M
- -0.98%
- 1Y
- -0.65%
- 3Y*
- 2.74%
- 5Y*
- 2.03%
- 10Y*
- —
KCIIX
- 1D
- -0.20%
- 1M
- -12.00%
- YTD
- -1.69%
- 6M
- 2.33%
- 1Y
- 19.45%
- 3Y*
- 13.62%
- 5Y*
- 5.81%
- 10Y*
- 8.89%
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KCRIX vs. KCIIX - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is lower than KCIIX's 1.21% expense ratio.
Return for Risk
KCRIX vs. KCIIX — Risk / Return Rank
KCRIX
KCIIX
KCRIX vs. KCIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) 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.
| KCRIX | KCIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.14 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.13 | 1.58 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.36 | -1.33 |
Martin ratioReturn relative to average drawdown | 0.11 | 5.45 | -5.34 |
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 | KCIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.14 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.38 | -0.27 |
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 | 0.55 | -0.40 |
Correlation
The correlation between KCRIX and KCIIX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KCRIX vs. KCIIX - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 1.83%, less than KCIIX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KCIIX Knights of Columbus International Equity Fund | 3.26% | 3.40% | 2.53% | 1.97% | 2.23% | 10.06% | 0.99% | 2.96% | 4.85% | 0.67% | 1.66% |
Drawdowns
KCRIX vs. KCIIX - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -39.93%, which is greater than KCIIX's maximum drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for KCRIX and KCIIX.
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Drawdown Indicators
| KCRIX | KCIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.93% | -35.81% | -4.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -12.66% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -32.52% | -32.76% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.81% | — |
Current DrawdownCurrent decline from peak | -14.25% | -12.66% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -13.23% | -7.66% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.16% | -0.08% |
Volatility
KCRIX vs. KCIIX - Volatility Comparison
The current volatility for Knights of Columbus Real Estate Fund (KCRIX) is 3.84%, while Knights of Columbus International Equity Fund (KCIIX) has a volatility of 7.73%. This indicates that KCRIX 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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Volatility by Period
| KCRIX | KCIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 7.73% | -3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 11.64% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 16.42% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 15.36% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 15.84% | +5.41% |