KCVIX vs. KCGIX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Knights of Columbus Large Cap Growth Fund (KCGIX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCGIX 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 KCGIX.
Correlation
The correlation between KCVIX and KCGIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KCVIX vs. KCGIX - Performance Comparison
Key characteristics
KCVIX:
0.77
KCGIX:
1.49
KCVIX:
1.02
KCGIX:
2.03
KCVIX:
1.16
KCGIX:
1.27
KCVIX:
0.69
KCGIX:
1.58
KCVIX:
2.04
KCGIX:
8.74
KCVIX:
4.90%
KCGIX:
2.67%
KCVIX:
13.05%
KCGIX:
15.69%
KCVIX:
-39.82%
KCGIX:
-43.59%
KCVIX:
-9.79%
KCGIX:
-1.28%
Returns By Period
In the year-to-date period, KCVIX achieves a 4.19% return, which is significantly higher than KCGIX's 3.40% return.
KCVIX
4.19%
-0.06%
-0.66%
9.89%
7.17%
N/A
KCGIX
3.40%
0.28%
10.60%
24.68%
8.98%
N/A
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KCVIX vs. KCGIX - Expense Ratio Comparison
Both KCVIX and KCGIX have an expense ratio of 0.90%.
Risk-Adjusted Performance
KCVIX vs. KCGIX — Risk-Adjusted Performance Rank
KCVIX
KCGIX
KCVIX vs. KCGIX - 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 Large Cap Growth Fund (KCGIX). 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. KCGIX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.40%, more than KCGIX's 0.13% 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% |
KCGIX Knights of Columbus Large Cap Growth Fund | 0.13% | 0.13% | 0.15% | 0.03% | 0.00% | 0.00% | 0.03% | 0.15% | 0.21% | 0.34% | 0.13% |
Drawdowns
KCVIX vs. KCGIX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, smaller than the maximum KCGIX drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for KCVIX and KCGIX. For additional features, visit the drawdowns tool.
Volatility
KCVIX vs. KCGIX - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 2.63%, while Knights of Columbus Large Cap Growth Fund (KCGIX) has a volatility of 4.64%. This indicates that KCVIX experiences smaller price fluctuations and is considered to be less risky than KCGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.