Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCSVX (Knights of Columbus Small Cap Equity Inv) | NA | 23.74% | 4.64% | NA | NA | NA | NA | … | … |
Data as of 03/03/2021, Common starting date is 07/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCSVX (Knights of Columbus Small Cap Equity Inv) | 07/05/2016 | 03/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.74 | 4.64 | NA | NA | NA | NA | … | … | -3.79 | 13.39 | 24.04 | -25.80 | 15.18 | 17.80 |
| Sharpe Ratio | NA | 0.52 | 0.13 | NA | NA | NA | NA | … | … | -0.49 | 0.31 | 1.41 | -1.14 | 1.15 | 2.88 |
| Standard Deviation(%) | NA | 45.54 | 30.06 | NA | NA | NA | NA | … | … | 43.58 | 42.87 | 16.21 | 23.79 | 12.69 | 13.37 |
| Draw Down(%) | NA | 37.17 | 45.71 | NA | NA | NA | NA | … | … | 15.17 | 43.92 | 9.39 | 36.52 | 5.98 | 6.92 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 3.79 | 1.89 | 1.26 | 0.95 | … | … | 0.00 | 0.00 | 0.00 | 9.59 | 5.34 | 0.03 |
Data as of 03/03/2021, Common starting date is 07/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCSVX (Knights of Columbus Small Cap Equity Inv) |
-6.90%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCSVX (Knights of Columbus Small Cap Equity Inv) |
8.82%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart