KCRIX vs. QREARX
KCRIX (Knights of Columbus Real Estate Fund) and QREARX (TIAA Real Estate Account) are both REIT funds. Over the past year, KCRIX returned 10.59% vs 3.26% for QREARX. At a correlation of -0.14, they often move in opposite directions. KCRIX charges 1.16%/yr vs 0.90%/yr for QREARX.
Performance
KCRIX vs. QREARX - Performance Comparison
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Returns By Period
In the year-to-date period, KCRIX achieves a 13.27% return, which is significantly higher than QREARX's 1.22% return.
KCRIX
- 1D
- 1.37%
- 1M
- 0.11%
- YTD
- 13.27%
- 6M
- 13.70%
- 1Y
- 10.59%
- 3Y*
- 7.81%
- 5Y*
- 2.32%
- 10Y*
- —
QREARX
- 1D
- 0.20%
- 1M
- 0.21%
- YTD
- 1.22%
- 6M
- 1.29%
- 1Y
- 3.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KCRIX vs. QREARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 13.27% | -0.56% |
QREARX TIAA Real Estate Account | 1.22% | 3.93% |
Correlation
The correlation between KCRIX and QREARX is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2025 | -0.14 |
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Return for Risk
KCRIX vs. QREARX — Risk / Return Rank
KCRIX
QREARX
KCRIX vs. QREARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and TIAA Real Estate Account (QREARX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KCRIX | QREARX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.35 | ||
| Sortino ratioReturn per unit of downside risk | -5.37 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 2.49 | -1.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 9.10 | -7.62 |
| Martin ratioReturn relative to average drawdown | 4.51 | 33.12 | -28.62 |
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Drawdowns
KCRIX vs. QREARX - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -39.93%, which is greater than QREARX's maximum drawdown of -1.45%. Use the drawdown chart below to compare losses from any high point for KCRIX and QREARX.
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Drawdown Indicators
| KCRIX | QREARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.93% | -1.45% | -38.48% |
Max Drawdown (1Y)Largest decline over 1 year | -8.18% | -0.37% | -7.81% |
Max Drawdown (3Y)Largest decline over 3 years | -18.68% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.52% | — | — |
Current DrawdownCurrent decline from peak | -4.09% | 0.00% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -0.06% | -12.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 0.10% | +2.59% |
Volatility
KCRIX vs. QREARX - Volatility Comparison
Knights of Columbus Real Estate Fund (KCRIX) has a higher volatility of 5.00% compared to TIAA Real Estate Account (QREARX) at 0.23%. This indicates that KCRIX's price experiences larger fluctuations and is considered to be riskier than QREARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCRIX | QREARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 0.23% | +4.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 0.49% | +9.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 0.79% | +12.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.44% | 1.64% | +16.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.08% | 1.64% | +19.44% |
KCRIX vs. QREARX - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is higher than QREARX's 0.90% expense ratio.
Dividends
KCRIX vs. QREARX - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 1.99%, while QREARX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 1.99% | 2.48% | 2.56% | 2.47% | 10.29% | 20.89% | 4.16% | 0.95% |
QREARX TIAA Real Estate Account | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KCRIX and QREARX have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCRIX has higher volatility (5.00%) compared to QREARX (0.23%). In terms of maximum drawdown, KCRIX dropped -39.93% vs QREARX's -1.45%.
QREARX currently has the higher Sharpe Ratio (4.23 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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