KCRIX vs. KCSIX

Last updated Apr 1, 2026

Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Knights of Columbus Small Cap Fund (KCSIX).

KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. KCSIX is managed by Catholic Investor. It was launched on Feb 27, 2015.

Performance

KCRIX vs. KCSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Knights of Columbus Real Estate Fund (KCRIX) and Knights of Columbus Small Cap Fund (KCSIX). The values are adjusted to include any dividend payments, if applicable.

KCRIX vs. KCSIX - 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%
KCSIX Knights of Columbus Small Cap Fund	1.44%	11.42%	15.38%	16.26%	-20.48%	23.97%	13.65%	8.43%

Returns By Period

In the year-to-date period, KCRIX achieves a 1.27% return, which is significantly lower than KCSIX's 1.44% return.

KCRIX

• 1D: 0.00%
• 1M: -7.86%
• YTD: 1.27%
• 6M: -0.98%
• 1Y: -0.65%
• 3Y*: 2.74%
• 5Y*: 2.03%
• 10Y*: —

KCSIX

• 1D: -1.26%
• 1M: -7.61%
• YTD: 1.44%
• 6M: 6.41%
• 1Y: 24.64%
• 3Y*: 13.88%
• 5Y*: 5.90%
• 10Y*: 9.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KCRIX vs. KCSIX - Expense Ratio Comparison

KCRIX has a 1.16% expense ratio, which is higher than KCSIX's 1.05% expense ratio.

KCRIX

Knights of Columbus Real Estate Fund

KCSIX

Knights of Columbus Small Cap Fund

Return for Risk

KCRIX vs. KCSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KCRIX

KCRIX Risk / Return Rank: 6
KCRIX Sharpe Ratio Rank: 5
KCRIX Sortino Ratio Rank: 5
KCRIX Omega Ratio Rank: 5
KCRIX Calmar Ratio Rank: 7
KCRIX Martin Ratio Rank: 7

KCSIX

KCSIX Risk / Return Rank: 68
KCSIX Sharpe Ratio Rank: 65
KCSIX Sortino Ratio Rank: 68
KCSIX Omega Ratio Rank: 58
KCSIX Calmar Ratio Rank: 73
KCSIX Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KCRIX vs. KCSIX - 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 Small Cap Fund (KCSIX). 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	KCSIX	Difference
Sharpe ratio Return per unit of total volatility	0.01	1.15	-1.13
Sortino ratio Return per unit of downside risk	0.13	1.69	-1.57
Omega ratio Gain probability vs. loss probability	1.02	1.22	-0.21
Calmar ratio Return relative to maximum drawdown	0.03	1.67	-1.65
Martin ratio Return relative to average drawdown	0.11	7.15	-7.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KCRIX vs. KCSIX - Sharpe Ratio Comparison

The current KCRIX Sharpe Ratio is 0.01, which is lower than the KCSIX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of KCRIX and KCSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KCRIX	KCSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.01	1.15	-1.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.11	0.28	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.40	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	0.40	-0.26

Correlation

The correlation between KCRIX and KCSIX is 0.67, 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. KCSIX - Dividend Comparison

KCRIX's dividend yield for the trailing twelve months is around 1.83%, less than KCSIX's 11.55% 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%
KCSIX Knights of Columbus Small Cap Fund	11.55%	11.81%	8.67%	2.07%	1.51%	11.42%	0.00%	0.25%	13.09%	4.91%	0.22%

Drawdowns

KCRIX vs. KCSIX - Drawdown Comparison

The maximum KCRIX drawdown since its inception was -39.93%, smaller than the maximum KCSIX drawdown of -45.52%. Use the drawdown chart below to compare losses from any high point for KCRIX and KCSIX.

Drawdown Indicators

	KCRIX	KCSIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.93%	-45.52%	+5.59%
Max Drawdown (1Y) Largest decline over 1 year	-11.92%	-13.38%	+1.46%
Max Drawdown (5Y) Largest decline over 5 years	-32.52%	-30.88%	-1.64%
Max Drawdown (10Y) Largest decline over 10 years	—	-45.52%	—
Current Drawdown Current decline from peak	-14.25%	-9.12%	-5.13%
Average Drawdown Average peak-to-trough decline	-13.23%	-9.23%	-4.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.08%	3.13%	-0.05%

Volatility

KCRIX vs. KCSIX - Volatility Comparison

The current volatility for Knights of Columbus Real Estate Fund (KCRIX) is 3.84%, while Knights of Columbus Small Cap Fund (KCSIX) has a volatility of 6.53%. This indicates that KCRIX experiences smaller price fluctuations and is considered to be less risky than KCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KCRIX	KCSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.84%	6.53%	-2.69%
Volatility (6M) Calculated over the trailing 6-month period	9.01%	12.95%	-3.94%
Volatility (1Y) Calculated over the trailing 1-year period	15.78%	21.42%	-5.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.34%	21.23%	-2.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.25%	22.76%	-1.51%