KCVIX vs. KCLIX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Knights of Columbus Limited Duration Fund (KCLIX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. KCLIX is managed by Catholic Investor. It was launched on Feb 27, 2015.
Performance
KCVIX vs. KCLIX - Performance Comparison
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KCVIX vs. KCLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 3.13% | 17.11% | 19.35% | 14.97% | -8.11% | 28.89% | -0.26% | 28.45% | -8.72% | 15.80% |
KCLIX Knights of Columbus Limited Duration Fund | -0.92% | 5.25% | 4.44% | 4.86% | -3.81% | -0.33% | 3.17% | 4.39% | 1.13% | 1.37% |
Returns By Period
In the year-to-date period, KCVIX achieves a 3.13% return, which is significantly higher than KCLIX's -0.92% return. Over the past 10 years, KCVIX has outperformed KCLIX with an annualized return of 11.82%, while KCLIX has yielded a comparatively lower 1.98% annualized return.
KCVIX
- 1D
- -0.58%
- 1M
- -5.44%
- YTD
- 3.13%
- 6M
- 7.17%
- 1Y
- 19.47%
- 3Y*
- 18.10%
- 5Y*
- 11.51%
- 10Y*
- 11.82%
KCLIX
- 1D
- -0.92%
- 1M
- -1.63%
- YTD
- -0.92%
- 6M
- -0.02%
- 1Y
- 2.71%
- 3Y*
- 3.96%
- 5Y*
- 1.83%
- 10Y*
- 1.98%
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KCVIX vs. KCLIX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than KCLIX's 0.71% expense ratio.
Return for Risk
KCVIX vs. KCLIX — Risk / Return Rank
KCVIX
KCLIX
KCVIX vs. KCLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) and Knights of Columbus Limited Duration Fund (KCLIX). 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.
| KCVIX | KCLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.57 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.06 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.42 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.78 | +0.02 |
Martin ratioReturn relative to average drawdown | 8.46 | 12.75 | -4.28 |
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
| KCVIX | KCLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.57 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.99 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 1.17 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.19 | -0.52 |
Correlation
The correlation between KCVIX and KCLIX is -0.04. 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.
Dividends
KCVIX vs. KCLIX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 8.28%, more than KCLIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 8.28% | 8.95% | 9.50% | 1.21% | 5.89% | 5.61% | 1.24% | 3.31% | 3.59% | 2.65% | 1.54% |
KCLIX Knights of Columbus Limited Duration Fund | 3.13% | 4.10% | 4.15% | 2.84% | 1.38% | 1.08% | 1.80% | 2.47% | 2.25% | 1.78% | 1.21% |
Drawdowns
KCVIX vs. KCLIX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, which is greater than KCLIX's maximum drawdown of -5.82%. Use the drawdown chart below to compare losses from any high point for KCVIX and KCLIX.
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Drawdown Indicators
| KCVIX | KCLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -5.82% | -34.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -1.63% | -9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -5.62% | -13.05% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | -5.82% | -34.00% |
Current DrawdownCurrent decline from peak | -6.01% | -1.63% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -0.77% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 0.23% | +2.08% |
Volatility
KCVIX vs. KCLIX - Volatility Comparison
Knights of Columbus Large Cap Value Fund (KCVIX) has a higher volatility of 3.38% compared to Knights of Columbus Limited Duration Fund (KCLIX) at 1.04%. This indicates that KCVIX's price experiences larger fluctuations and is considered to be riskier than KCLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCVIX | KCLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 1.04% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 1.25% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 1.73% | +12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 1.86% | +12.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 1.70% | +15.80% |