KCSIX vs. KCCIX
KCSIX (Knights of Columbus Small Cap Fund) and KCCIX (Knights of Columbus Core Bond Fund) are both mutual funds - KCSIX is a Small Cap Blend Equities fund managed by Catholic Investor, while KCCIX is a Intermediate Core Bond fund managed by Catholic Investor. Over the past 10 years, KCSIX returned 10.99%/yr vs 1.71%/yr for KCCIX. At a correlation of -0.04, they often move in opposite directions. KCSIX charges 1.05%/yr vs 0.71%/yr for KCCIX.
Performance
KCSIX vs. KCCIX - Performance Comparison
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Returns By Period
In the year-to-date period, KCSIX achieves a 21.18% return, which is significantly higher than KCCIX's 0.78% return. Over the past 10 years, KCSIX has outperformed KCCIX with an annualized return of 10.99%, while KCCIX has yielded a comparatively lower 1.71% annualized return.
KCSIX
- 1D
- 1.47%
- 1M
- 4.39%
- YTD
- 21.18%
- 6M
- 18.55%
- 1Y
- 42.22%
- 3Y*
- 18.92%
- 5Y*
- 9.62%
- 10Y*
- 10.99%
KCCIX
- 1D
- 0.23%
- 1M
- 0.92%
- YTD
- 0.78%
- 6M
- 0.88%
- 1Y
- 4.81%
- 3Y*
- 4.02%
- 5Y*
- -0.30%
- 10Y*
- 1.71%
KCSIX vs. KCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCSIX Knights of Columbus Small Cap Fund | 21.18% | 11.42% | 15.38% | 16.26% | -20.48% | 23.97% | 13.65% | 24.47% | -15.84% | 15.41% |
KCCIX Knights of Columbus Core Bond Fund | 0.78% | 6.94% | 1.50% | 4.99% | -14.30% | -0.58% | 7.21% | 9.78% | -0.72% | 4.55% |
Correlation
The correlation between KCSIX and KCCIX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | -0.04 |
The correlation between KCSIX and KCCIX shifts across timeframes, from -0.04 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
KCSIX vs. KCCIX — Risk / Return Rank
KCSIX
KCCIX
KCSIX vs. KCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Small Cap Fund (KCSIX) and Knights of Columbus Core Bond Fund (KCCIX). 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 | KCCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.04 | ||
| Sortino ratioReturn per unit of downside risk | +1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.76 | 1.91 | +2.85 |
| Martin ratioReturn relative to average drawdown | 17.86 | 5.46 | +12.41 |
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Drawdowns
KCSIX vs. KCCIX - Drawdown Comparison
The maximum KCSIX drawdown since its inception was -45.52%, which is greater than KCCIX's maximum drawdown of -18.52%. Use the drawdown chart below to compare losses from any high point for KCSIX and KCCIX.
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Drawdown Indicators
| KCSIX | KCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.52% | -18.52% | -27.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.96% | -2.59% | -6.37% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -5.84% | -20.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | -18.52% | -12.36% |
Max Drawdown (10Y)Largest decline over 10 years | -45.52% | -18.52% | -27.00% |
Current DrawdownCurrent decline from peak | 0.00% | -2.79% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -4.79% | -4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 0.90% | +1.48% |
Volatility
KCSIX vs. KCCIX - Volatility Comparison
Knights of Columbus Small Cap Fund (KCSIX) has a higher volatility of 5.13% compared to Knights of Columbus Core Bond Fund (KCCIX) at 1.06%. This indicates that KCSIX's price experiences larger fluctuations and is considered to be riskier than KCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCSIX | KCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 1.06% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.17% | 2.75% | +10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.73% | 3.62% | +14.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.23% | 5.56% | +15.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.83% | 4.70% | +18.13% |
KCSIX vs. KCCIX - Expense Ratio Comparison
KCSIX has a 1.05% expense ratio, which is higher than KCCIX's 0.71% expense ratio.
Dividends
KCSIX vs. KCCIX - Dividend Comparison
KCSIX's dividend yield for the trailing twelve months is around 9.83%, more than KCCIX's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCCIX Knights of Columbus Core Bond Fund | 4.02% | 3.95% | 3.73% | 3.23% | 2.80% | 2.19% | 3.19% | 2.97% | 2.96% | 2.63% | 2.41% |
KCSIX Knights of Columbus Small Cap Fund | 9.83% | 11.81% | 8.67% | 2.07% | 1.51% | 11.42% | 0.00% | 0.25% | 13.09% | 4.91% | 0.22% |
Frequently Asked Questions
KCSIX and KCCIX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCSIX has higher volatility (5.13%) compared to KCCIX (1.06%). In terms of maximum drawdown, KCSIX dropped -45.52% vs KCCIX's -18.52%.
KCSIX currently has the higher Sharpe Ratio (2.41 vs 1.37), 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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