KCVIX vs. KCCIX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Knights of Columbus Core Bond Fund (KCCIX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCCIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCVIX or KCCIX.
Correlation
The correlation between KCVIX and KCCIX is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
KCVIX vs. KCCIX - Performance Comparison
Key characteristics
KCVIX:
0.88
KCCIX:
0.70
KCVIX:
1.15
KCCIX:
1.01
KCVIX:
1.18
KCCIX:
1.12
KCVIX:
0.79
KCCIX:
0.25
KCVIX:
2.45
KCCIX:
1.77
KCVIX:
4.67%
KCCIX:
1.98%
KCVIX:
13.10%
KCCIX:
5.03%
KCVIX:
-39.82%
KCCIX:
-18.53%
KCVIX:
-9.64%
KCCIX:
-9.07%
Returns By Period
In the year-to-date period, KCVIX achieves a 4.37% return, which is significantly higher than KCCIX's 0.81% return.
KCVIX
4.37%
5.62%
2.25%
10.82%
6.99%
N/A
KCCIX
0.81%
1.76%
-0.70%
3.51%
-0.87%
N/A
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KCVIX vs. KCCIX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than KCCIX's 0.71% expense ratio.
Risk-Adjusted Performance
KCVIX vs. KCCIX — Risk-Adjusted Performance Rank
KCVIX
KCCIX
KCVIX vs. KCCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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.
Dividends
KCVIX vs. KCCIX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.40%, less than KCCIX's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 1.40% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% |
KCCIX Knights of Columbus Core Bond Fund | 3.70% | 3.73% | 3.23% | 2.80% | 2.19% | 2.64% | 2.97% | 2.97% | 2.63% | 2.41% | 1.83% |
Drawdowns
KCVIX vs. KCCIX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, which is greater than KCCIX's maximum drawdown of -18.53%. Use the drawdown chart below to compare losses from any high point for KCVIX and KCCIX. For additional features, visit the drawdowns tool.
Volatility
KCVIX vs. KCCIX - Volatility Comparison
Knights of Columbus Large Cap Value Fund (KCVIX) has a higher volatility of 2.84% compared to Knights of Columbus Core Bond Fund (KCCIX) at 1.20%. This indicates that KCVIX'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.