KCXIX vs. FLCPX
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Performance
KCXIX vs. FLCPX - Performance Comparison
Loading graphics...
KCXIX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | -7.24% | 17.20% | 25.06% | 29.05% | -21.06% | 27.05% | 21.54% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% |
Returns By Period
The year-to-date returns for both investments are quite close, with KCXIX having a -7.24% return and FLCPX slightly higher at -7.05%.
KCXIX
- 1D
- -0.78%
- 1M
- -7.82%
- YTD
- -7.24%
- 6M
- -5.96%
- 1Y
- 15.44%
- 3Y*
- 17.29%
- 5Y*
- 10.47%
- 10Y*
- —
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCXIX vs. FLCPX - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Return for Risk
KCXIX vs. FLCPX — Risk / Return Rank
KCXIX
FLCPX
KCXIX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
| KCXIX | FLCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.84 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.30 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.00 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.07 | 4.86 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| KCXIX | FLCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.84 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.67 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.82 | -0.23 |
Correlation
The correlation between KCXIX and FLCPX is 0.98, 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.
Dividends
KCXIX vs. FLCPX - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 2.79%, more than FLCPX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 2.79% | 2.81% | 2.61% | 1.85% | 1.41% | 1.48% | 1.28% | 0.00% | 0.00% | 0.00% | 0.00% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% |
Drawdowns
KCXIX vs. FLCPX - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, which is greater than FLCPX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for KCXIX and FLCPX.
Loading graphics...
Drawdown Indicators
| KCXIX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.77% | -33.87% | -1.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -12.14% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -24.40% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.87% | — |
Current DrawdownCurrent decline from peak | -9.32% | -8.89% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -4.24% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.56% | +0.11% |
Volatility
KCXIX vs. FLCPX - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX) have volatilities of 4.43% and 4.24%, 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.
Loading graphics...
Volatility by Period
| KCXIX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 4.24% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 9.09% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.24% | 18.14% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.28% | 17.03% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 18.12% | +3.91% |