KCSIX vs. KCEIX
Compare and contrast key facts about Knights of Columbus Small Cap Fund (KCSIX) and Knights of Columbus Long/Short Equity Fund (KCEIX).
KCSIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019.
Performance
KCSIX vs. KCEIX - Performance Comparison
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KCSIX vs. KCEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCSIX Knights of Columbus Small Cap Fund | 1.44% | 11.42% | 15.38% | 16.26% | -20.48% | 23.97% | 13.65% | 2.60% |
KCEIX Knights of Columbus Long/Short Equity Fund | 3.04% | 5.51% | 15.09% | 2.84% | 10.41% | 16.74% | -11.05% | 0.20% |
Returns By Period
In the year-to-date period, KCSIX achieves a 1.44% return, which is significantly lower than KCEIX's 3.04% return.
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%
KCEIX
- 1D
- -0.23%
- 1M
- 2.31%
- YTD
- 3.04%
- 6M
- 5.67%
- 1Y
- 9.14%
- 3Y*
- 9.65%
- 5Y*
- 9.17%
- 10Y*
- —
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KCSIX vs. KCEIX - Expense Ratio Comparison
KCSIX has a 1.05% expense ratio, which is lower than KCEIX's 1.50% expense ratio.
Return for Risk
KCSIX vs. KCEIX — Risk / Return Rank
KCSIX
KCEIX
KCSIX vs. KCEIX - 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 Long/Short Equity Fund (KCEIX). 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.
| KCSIX | KCEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.48 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.16 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.67 | -1.00 |
Martin ratioReturn relative to average drawdown | 7.15 | 8.16 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KCSIX | KCEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.48 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 1.31 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.39 |
Correlation
The correlation between KCSIX and KCEIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
KCSIX vs. KCEIX - Dividend Comparison
KCSIX's dividend yield for the trailing twelve months is around 11.55%, more than KCEIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KCEIX Knights of Columbus Long/Short Equity Fund | 1.20% | 1.66% | 2.35% | 2.20% | 7.60% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KCSIX vs. KCEIX - Drawdown Comparison
The maximum KCSIX drawdown since its inception was -45.52%, which is greater than KCEIX's maximum drawdown of -16.07%. Use the drawdown chart below to compare losses from any high point for KCSIX and KCEIX.
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Drawdown Indicators
| KCSIX | KCEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.52% | -16.07% | -29.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -3.50% | -9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | -7.12% | -23.76% |
Max Drawdown (10Y)Largest decline over 10 years | -45.52% | — | — |
Current DrawdownCurrent decline from peak | -9.12% | -0.23% | -8.89% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -3.55% | -5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.15% | +1.98% |
Volatility
KCSIX vs. KCEIX - Volatility Comparison
Knights of Columbus Small Cap Fund (KCSIX) has a higher volatility of 6.53% compared to Knights of Columbus Long/Short Equity Fund (KCEIX) at 1.39%. This indicates that KCSIX's price experiences larger fluctuations and is considered to be riskier than KCEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCSIX | KCEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 1.39% | +5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | 3.79% | +9.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.42% | 6.52% | +14.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.23% | 7.02% | +14.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 8.07% | +14.69% |