KCRIX vs. VNQ
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Vanguard Real Estate ETF (VNQ).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCRIX or VNQ.
Correlation
The correlation between KCRIX and VNQ is 0.65, 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.
Performance
KCRIX vs. VNQ - Performance Comparison
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Key characteristics
KCRIX:
0.50
VNQ:
0.60
KCRIX:
0.88
VNQ:
1.02
KCRIX:
1.12
VNQ:
1.13
KCRIX:
0.26
VNQ:
0.51
KCRIX:
1.63
VNQ:
2.16
KCRIX:
6.14%
VNQ:
5.67%
KCRIX:
17.38%
VNQ:
18.06%
KCRIX:
-45.58%
VNQ:
-73.07%
KCRIX:
-30.39%
VNQ:
-11.46%
Returns By Period
In the year-to-date period, KCRIX achieves a 0.37% return, which is significantly lower than VNQ's 2.41% return.
KCRIX
0.37%
5.01%
-3.72%
8.59%
3.20%
N/A
VNQ
2.41%
5.54%
-1.80%
10.77%
9.72%
5.31%
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KCRIX vs. VNQ - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
KCRIX vs. VNQ — Risk-Adjusted Performance Rank
KCRIX
VNQ
KCRIX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and Vanguard Real Estate ETF (VNQ). 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.
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Dividends
KCRIX vs. VNQ - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 2.50%, less than VNQ's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 2.50% | 2.56% | 2.48% | 2.17% | 1.45% | 2.25% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.02% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
KCRIX vs. VNQ - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -45.58%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for KCRIX and VNQ. For additional features, visit the drawdowns tool.
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Volatility
KCRIX vs. VNQ - Volatility Comparison
Knights of Columbus Real Estate Fund (KCRIX) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.71% and 4.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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