KCVIX vs. KCRIX
KCVIX (Knights of Columbus Large Cap Value Fund) and KCRIX (Knights of Columbus Real Estate Fund) are both mutual funds - KCVIX is a Large Cap Value Equities fund managed by Catholic Investor, while KCRIX is a REIT fund managed by Catholic Investor. Over the past 5 years, KCVIX returned 13.00%/yr vs 2.09%/yr for KCRIX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. KCVIX charges 0.90%/yr vs 1.16%/yr for KCRIX.
Performance
KCVIX vs. KCRIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with KCVIX having a 17.48% return and KCRIX slightly lower at 16.65%.
KCVIX
- 1D
- 0.52%
- 1M
- 1.53%
- 6M
- 11.13%
- YTD
- 17.48%
- 1Y
- 30.31%
- 3Y*
- 20.22%
- 5Y*
- 13.00%
- 10Y*
- 12.99%
- ALL TIME*
- 12.65%
KCRIX
- 1D
- -1.08%
- 1M
- 1.22%
- 6M
- 13.62%
- YTD
- 16.65%
- 1Y
- 17.82%
- 3Y*
- 6.67%
- 5Y*
- 2.09%
- 10Y*
- —
- ALL TIME*
- 5.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
KCVIX vs. KCRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 17.48% | 17.11% | 19.35% | 14.97% | -8.11% | 28.89% | -0.26% | 8.84% |
KCRIX Knights of Columbus Real Estate Fund | 16.65% | -1.54% | 4.12% | 8.12% | -22.77% | 35.07% | -0.90% | 5.00% |
Correlation
The correlation between KCVIX and KCRIX is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2019 | 0.70 |
The correlation between KCVIX and KCRIX shifts across timeframes, from 0.50 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
KCVIX vs. KCRIX — Risk / Return Rank
KCVIX
KCRIX
KCVIX vs. KCRIX - 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 Real Estate Fund (KCRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KCVIX | KCRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.21 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.65 | 1.94 | +2.71 |
| Martin ratioReturn relative to average drawdown | 17.90 | 6.42 | +11.48 |
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Drawdowns
KCVIX vs. KCRIX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, roughly equal to the maximum KCRIX drawdown of -39.93%. Use the drawdown chart below to compare losses from any high point for KCVIX and KCRIX.
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Drawdown Indicators
| KCVIX | KCRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -39.93% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -6.16% | -8.18% | +2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.04% | -18.38% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -32.52% | +13.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | — | — |
Current DrawdownCurrent decline from peak | -0.89% | -1.62% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -12.80% | +8.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 2.48% | -0.88% |
Volatility
KCVIX vs. KCRIX - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 2.63%, while Knights of Columbus Real Estate Fund (KCRIX) has a volatility of 4.31%. This indicates that KCVIX experiences smaller price fluctuations and is considered to be less risky than KCRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCVIX | KCRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.63% | 4.31% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 10.78% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 13.77% | -3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 18.46% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 21.01% | -3.61% |
KCVIX vs. KCRIX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is lower than KCRIX's 1.16% expense ratio.
Dividends
KCVIX vs. KCRIX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 7.58%, more than KCRIX's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 1.60% | 2.48% | 2.56% | 2.47% | 10.29% | 20.89% | 4.16% | 0.95% | 0.00% | 0.00% | 0.00% |
KCVIX Knights of Columbus Large Cap Value Fund | 7.58% | 8.95% | 9.50% | 1.21% | 5.89% | 5.61% | 1.24% | 3.31% | 3.59% | 2.65% | 1.54% |
Frequently Asked Questions
KCVIX and KCRIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCRIX has higher volatility (4.31%) compared to KCVIX (2.63%). In terms of maximum drawdown, KCVIX dropped -39.82% vs KCRIX's -39.93%.
KCVIX currently has the higher Sharpe Ratio (2.79 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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