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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCSIX or KCEIX.
Correlation
The correlation between KCSIX and KCEIX is 0.35, 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.
Performance
KCSIX vs. KCEIX - Performance Comparison
Key characteristics
KCSIX:
0.51
KCEIX:
3.19
KCSIX:
0.82
KCEIX:
4.86
KCSIX:
1.11
KCEIX:
1.64
KCSIX:
0.41
KCEIX:
4.83
KCSIX:
1.74
KCEIX:
22.32
KCSIX:
5.72%
KCEIX:
0.70%
KCSIX:
19.27%
KCEIX:
4.91%
KCSIX:
-51.81%
KCEIX:
-16.07%
KCSIX:
-15.88%
KCEIX:
-0.16%
Returns By Period
In the year-to-date period, KCSIX achieves a 2.43% return, which is significantly lower than KCEIX's 2.57% return.
KCSIX
2.43%
-0.66%
-1.32%
8.99%
4.27%
N/A
KCEIX
2.57%
1.23%
9.72%
15.67%
6.36%
N/A
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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.
Risk-Adjusted Performance
KCSIX vs. KCEIX — Risk-Adjusted Performance Rank
KCSIX
KCEIX
KCSIX vs. KCEIX - Risk-Adjusted Performance 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.
Dividends
KCSIX vs. KCEIX - Dividend Comparison
KCSIX's dividend yield for the trailing twelve months is around 0.59%, less than KCEIX's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCSIX Knights of Columbus Small Cap Fund | 0.59% | 0.60% | 0.84% | 0.70% | 0.00% | 0.00% | 0.24% | 0.10% | 0.05% | 0.23% | 0.20% |
KCEIX Knights of Columbus Long/Short Equity Fund | 2.29% | 2.35% | 2.20% | 0.81% | 0.00% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KCSIX vs. KCEIX - Drawdown Comparison
The maximum KCSIX drawdown since its inception was -51.81%, 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. For additional features, visit the drawdowns tool.
Volatility
KCSIX vs. KCEIX - Volatility Comparison
Knights of Columbus Small Cap Fund (KCSIX) has a higher volatility of 4.19% compared to Knights of Columbus Long/Short Equity Fund (KCEIX) at 1.45%. 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.