Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCXIX (Knights of Columbus U.S. All Cap Index Fund I Shares) | 9.35% | 24.75% | 21.84% | 12.64% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCXIX (Knights of Columbus U.S. All Cap Index Fund I Shares) | 01/02/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 24.75 | 21.84 | 12.64 | NA | NA | NA | … | … | 9.35 | 17.20 | 25.03 | 29.05 | -21.10 | 27.06 | 20.67 |
| Sharpe Ratio | NA | 1.75 | 1.17 | 0.55 | NA | NA | NA | … | … | 1.31 | 0.72 | 1.54 | 1.78 | -0.87 | 1.88 | 0.57 |
| Standard Deviation(%) | NA | 13.08 | 16.05 | 18.29 | NA | NA | NA | … | … | 14.91 | 19.89 | 13.95 | 14.43 | 26.08 | 14.36 | 36.16 |
| Draw Down(%) | NA | 9.11 | 20.49 | 27.04 | NA | NA | NA | … | … | 9.11 | 20.49 | 9.39 | 11.55 | 27.04 | 5.29 | 35.77 |
| Yield(%) | 0.00 | 3.11 | 3.30 | 2.50 | 1.88 | 1.25 | 0.94 | … | … | 0.21 | 3.21 | 3.22 | 2.36 | 1.03 | 1.87 | 1.52 |
Data as of 06/08/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCXIX (Knights of Columbus U.S. All Cap Index Fund I Shares) |
6.50%
Apr 2021 – Apr 2024 |
11.16%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCXIX (Knights of Columbus U.S. All Cap Index Fund I Shares) |
25.97%
Sep 2022 – Sep 2025 |
18.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart