KCSIX vs. IPSIX
KCSIX (Knights of Columbus Small Cap Fund) and IPSIX (Voya Index Plus SmallCap Portfolio) are both Small Cap Blend Equities funds. Over the past 10 years, KCSIX returned 10.67%/yr vs 10.42%/yr for IPSIX. Their correlation of 0.94 means they have usually moved in the same direction. KCSIX charges 1.05%/yr vs 0.60%/yr for IPSIX.
Performance
KCSIX vs. IPSIX - Performance Comparison
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Returns By Period
In the year-to-date period, KCSIX achieves a 20.91% return, which is significantly lower than IPSIX's 23.19% return. Both investments have delivered pretty close results over the past 10 years, with KCSIX having a 10.67% annualized return and IPSIX not far behind at 10.42%.
KCSIX
- 1D
- -0.44%
- 1M
- -1.31%
- 6M
- 11.82%
- YTD
- 20.91%
- 1Y
- 38.88%
- 3Y*
- 16.93%
- 5Y*
- 9.05%
- 10Y*
- 10.67%
- ALL TIME*
- 10.60%
IPSIX
- 1D
- -0.12%
- 1M
- 0.00%
- 6M
- 16.15%
- YTD
- 23.19%
- 1Y
- 37.74%
- 3Y*
- 15.07%
- 5Y*
- 9.46%
- 10Y*
- 10.42%
- ALL TIME*
- 8.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
KCSIX vs. IPSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCSIX Knights of Columbus Small Cap Fund | 20.91% | 11.42% | 15.38% | 16.26% | -20.48% | 23.97% | 13.65% | 24.47% | -15.84% | 15.41% |
IPSIX Voya Index Plus SmallCap Portfolio | 23.19% | 8.46% | 8.64% | 18.17% | -13.82% | 28.42% | 5.25% | 21.07% | -12.34% | 9.94% |
Correlation
The correlation between KCSIX and IPSIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.94 |
The correlation between KCSIX and IPSIX has been stable across timeframes, ranging from 0.84 to 0.94 - a consistent structural relationship.
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Return for Risk
KCSIX vs. IPSIX — Risk / Return Rank
KCSIX
IPSIX
KCSIX vs. IPSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Small Cap Fund (KCSIX) and Voya Index Plus SmallCap Portfolio (IPSIX). 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.
| KCSIX | IPSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 5.42 | -1.22 |
| Martin ratioReturn relative to average drawdown | 15.45 | 18.35 | -2.90 |
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Drawdowns
KCSIX vs. IPSIX - Drawdown Comparison
The maximum KCSIX drawdown since its inception was -45.52%, smaller than the maximum IPSIX drawdown of -58.01%. Use the drawdown chart below to compare losses from any high point for KCSIX and IPSIX.
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Drawdown Indicators
| KCSIX | IPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.52% | -58.01% | +12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.96% | -7.63% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -26.60% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | -26.60% | -4.28% |
Max Drawdown (10Y)Largest decline over 10 years | -45.52% | -47.92% | +2.40% |
Current DrawdownCurrent decline from peak | -2.94% | -1.40% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -9.66% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.24% | +0.19% |
Volatility
KCSIX vs. IPSIX - Volatility Comparison
Knights of Columbus Small Cap Fund (KCSIX) has a higher volatility of 4.10% compared to Voya Index Plus SmallCap Portfolio (IPSIX) at 3.49%. This indicates that KCSIX's price experiences larger fluctuations and is considered to be riskier than IPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCSIX | IPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.49% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 11.54% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 17.11% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.07% | 21.86% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.77% | 23.69% | -0.92% |
KCSIX vs. IPSIX - Expense Ratio Comparison
KCSIX has a 1.05% expense ratio, which is higher than IPSIX's 0.60% expense ratio.
Dividends
KCSIX vs. IPSIX - Dividend Comparison
KCSIX's dividend yield for the trailing twelve months is around 9.94%, more than IPSIX's 8.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPSIX Voya Index Plus SmallCap Portfolio | 8.87% | 5.72% | 4.44% | 4.20% | 19.88% | 0.65% | 1.98% | 16.87% | 18.12% | 9.69% | 3.19% | 0.93% |
KCSIX Knights of Columbus Small Cap Fund | 9.94% | 11.81% | 8.67% | 2.07% | 1.51% | 11.42% | 0.00% | 0.25% | 13.09% | 4.91% | 0.22% | 0.00% |
Frequently Asked Questions
KCSIX and IPSIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCSIX has higher volatility (4.10%) compared to IPSIX (3.49%). In terms of maximum drawdown, KCSIX dropped -45.52% vs IPSIX's -58.01%.
IPSIX currently has the higher Sharpe Ratio (2.42 vs 2.15), 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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