Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCSSX (KNIGHTS OF COLUMBUS SMALL CAP EQUITY FUND CLASS S SHARES) | 15.77% | 36.47% | 18.70% | 7.66% | 10.22% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCSSX (KNIGHTS OF COLUMBUS SMALL CAP EQUITY FUND CLASS S SHARES) | 07/15/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 36.47 | 18.70 | 7.66 | 10.22 | NA | NA | … | … | 15.77 | 11.32 | 15.22 | 16.13 | -20.58 | 23.99 | 13.76 | 24.28 | -15.95 | 15.38 | 15.40 | -9.77 |
| Sharpe Ratio | NA | 1.92 | 0.80 | 0.26 | 0.38 | NA | NA | … | … | 1.97 | 0.40 | 0.62 | 0.70 | -0.82 | 1.08 | 0.31 | 1.42 | -0.90 | 1.17 | 0.90 | -1.05 |
| Standard Deviation(%) | NA | 17.64 | 19.40 | 21.15 | 22.97 | NA | NA | … | … | 19.39 | 21.29 | 18.66 | 18.04 | 26.90 | 22.15 | 42.98 | 16.09 | 19.24 | 12.67 | 16.84 | 18.76 |
| Draw Down(%) | NA | 9.04 | 26.23 | 30.94 | 45.53 | NA | NA | … | … | 9.04 | 23.74 | 8.96 | 13.86 | 28.28 | 10.84 | 43.78 | 9.44 | 28.19 | 5.97 | 14.30 | 12.32 |
| Yield(%) | 0.00 | 12.56 | 8.74 | 6.39 | 6.77 | 4.13 | 3.10 | … | … | 0.15 | 11.76 | 9.31 | 2.28 | 1.09 | 12.88 | 0.00 | 0.19 | 9.59 | 5.36 | 0.24 | 0.07 |
Data as of 06/05/2026, Common starting date is 07/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCSSX (KNIGHTS OF COLUMBUS SMALL CAP EQUITY FUND CLASS S SHARES) |
-6.71%
Mar 2017 – Mar 2020 |
2.32%
Sep 2017 – Sep 2022 |
7.81%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCSSX (KNIGHTS OF COLUMBUS SMALL CAP EQUITY FUND CLASS S SHARES) |
20.58%
Dec 2018 – Dec 2021 |
15.01%
Mar 2020 – Mar 2025 |
10.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart