KCXIX vs. AVEGX

In the year-to-date period, KCXIX achieves a 1.06% return, which is significantly lower than AVEGX's 3.19% return.

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KCXIX has a 0.92% expense ratio, which is higher than AVEGX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Ave Maria Growth Fund (AVEGX). 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.

The current KCXIX Sharpe Ratio is 0.72, which is comparable to the AVEGX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of KCXIX and AVEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KCXIX's dividend yield for the trailing twelve months is around 2.60%, less than AVEGX's 8.16% yield.

The maximum KCXIX drawdown since its inception was -35.77%, smaller than the maximum AVEGX drawdown of -48.28%. Use the drawdown chart below to compare losses from any high point for KCXIX and AVEGX.

Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a higher volatility of 5.01% compared to Ave Maria Growth Fund (AVEGX) at 4.46%. This indicates that KCXIX's price experiences larger fluctuations and is considered to be riskier than AVEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.