KCVIX vs. PSECX

Last updated Jun 24, 2026

KCVIX (Knights of Columbus Large Cap Value Fund) and PSECX (1789 Growth and Income Fund) are both Large Cap Value Equities funds. Over the past 10 years, KCVIX returned 13.54%/yr vs 7.34%/yr for PSECX. Their correlation of 0.84 suggests significant overlap in exposure. KCVIX charges 0.90%/yr vs 2.02%/yr for PSECX.

Performance

KCVIX vs. PSECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Knights of Columbus Large Cap Value Fund (KCVIX) and 1789 Growth and Income Fund (PSECX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, KCVIX achieves a 16.56% return, which is significantly higher than PSECX's 2.12% return. Over the past 10 years, KCVIX has outperformed PSECX with an annualized return of 13.54%, while PSECX has yielded a comparatively lower 7.34% annualized return.

KCVIX

• 1D: 0.86%
• 1M: 2.87%
• YTD: 16.56%
• 6M: 15.46%
• 1Y: 29.77%
• 3Y*: 21.93%
• 5Y*: 13.32%
• 10Y*: 13.54%

PSECX

• 1D: -0.46%
• 1M: -1.68%
• YTD: 2.12%
• 6M: 1.60%
• 1Y: 6.70%
• 3Y*: 11.60%
• 5Y*: 7.14%
• 10Y*: 7.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KCVIX vs. PSECX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KCVIX Knights of Columbus Large Cap Value Fund	16.56%	17.11%	19.35%	14.97%	-8.11%	28.89%	-0.26%	28.45%	-8.72%	15.80%
PSECX 1789 Growth and Income Fund	2.12%	8.04%	14.49%	10.64%	-10.66%	25.43%	0.78%	23.99%	-5.18%	5.16%

Correlation

The correlation between KCVIX and PSECX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (10Y) Calculated over the trailing 10-year period	0.84
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.84

The correlation between KCVIX and PSECX shifts across timeframes, from 0.74 (1 year) to 0.84 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

KCVIX vs. PSECX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KCVIX

KCVIX Risk / Return Rank: 92
KCVIX Sharpe Ratio Rank: 94
KCVIX Sortino Ratio Rank: 92
KCVIX Omega Ratio Rank: 85
KCVIX Calmar Ratio Rank: 94
KCVIX Martin Ratio Rank: 94

PSECX

PSECX Risk / Return Rank: 12
PSECX Sharpe Ratio Rank: 10
PSECX Sortino Ratio Rank: 11
PSECX Omega Ratio Rank: 10
PSECX Calmar Ratio Rank: 12
PSECX Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KCVIX vs. PSECX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) and 1789 Growth and Income Fund (PSECX). 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	PSECX	Difference
Sharpe ratio: Return per unit of total volatility	3.02	0.80	+2.22
Sortino ratio: Return per unit of downside risk	4.25	1.21	+3.04
Omega ratio: Gain probability vs. loss probability	1.53	1.14	+0.40
Calmar ratio: Return relative to maximum drawdown	5.01	1.08	+3.93
Martin ratio: Return relative to average drawdown	18.94	3.77	+15.16

KCVIX vs. PSECX - Sharpe Ratio Comparison

The current KCVIX Sharpe Ratio is 3.02, which is higher than the PSECX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of KCVIX and PSECX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

KCVIX vs. PSECX - Drawdown Comparison

The maximum KCVIX drawdown since its inception was -39.82%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for KCVIX and PSECX.

Drawdown Indicators

	KCVIX	PSECX	Difference
Max Drawdown Largest peak-to-trough decline	-39.82%	-31.13%	-8.69%
Max Drawdown (1Y) Largest decline over 1 year	-6.16%	-7.44%	+1.28%
Max Drawdown (3Y) Largest decline over 3 years	-15.04%	-12.51%	-2.53%
Max Drawdown (5Y) Largest decline over 5 years	-18.67%	-18.47%	-0.20%
Max Drawdown (10Y) Largest decline over 10 years	-39.82%	-31.13%	-8.69%
Current Drawdown Current decline from peak	-0.33%	-3.54%	+3.21%
Average Drawdown Average peak-to-trough decline	-4.31%	-3.87%	-0.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.63%	2.12%	-0.49%

Volatility

KCVIX vs. PSECX - Volatility Comparison

Knights of Columbus Large Cap Value Fund (KCVIX) and 1789 Growth and Income Fund (PSECX) have volatilities of 3.11% and 3.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KCVIX	PSECX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	3.03%	+0.08%
Volatility (6M) Calculated over the trailing 6-month period	8.00%	7.73%	+0.27%
Volatility (1Y) Calculated over the trailing 1-year period	10.24%	10.09%	+0.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.64%	11.97%	+2.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.49%	13.22%	+4.27%

KCVIX vs. PSECX - Expense Ratio Comparison

KCVIX has a 0.90% expense ratio, which is lower than PSECX's 2.02% expense ratio.

Dividends

KCVIX vs. PSECX - Dividend Comparison

KCVIX's dividend yield for the trailing twelve months is around 7.61%, more than PSECX's 0.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KCVIX Knights of Columbus Large Cap Value Fund	7.61%	8.95%	9.50%	1.21%	5.89%	5.61%	1.24%	3.31%	3.59%	2.65%	1.54%	0.00%
PSECX 1789 Growth and Income Fund	0.99%	0.85%	3.88%	2.71%	4.60%	1.53%	0.27%	1.16%	6.78%	0.59%	0.31%	5.12%

Frequently Asked Questions

Can I hold both KCVIX and PSECX in my portfolio?

KCVIX and PSECX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, KCVIX or PSECX?

KCVIX has higher volatility (3.11%) compared to PSECX (3.03%). In terms of maximum drawdown, KCVIX dropped -39.82% vs PSECX's -31.13%.

Which has better risk-adjusted returns?

KCVIX currently has the higher Sharpe Ratio (3.02 vs 0.80), 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.