Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCVVX (Knights of Columbus Large Cap Value Inve) | NA | 9.69% | 4.41% | 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 |
|---|---|---|
| KCVVX (Knights of Columbus Large Cap Value Inve) | 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 | 9.69 | 4.41 | NA | NA | NA | NA | … | … | -1.51 | -0.78 | 25.21 | -8.89 | 15.38 | 16.38 |
| Sharpe Ratio | NA | 0.26 | 0.16 | NA | NA | NA | NA | … | … | -0.32 | -0.03 | 1.80 | -0.64 | 1.75 | 3.42 |
| Standard Deviation(%) | NA | 37.12 | 24.56 | NA | NA | NA | NA | … | … | 27.68 | 36.45 | 13.25 | 15.91 | 8.44 | 10.30 |
| Draw Down(%) | NA | 33.69 | 39.85 | NA | NA | NA | NA | … | … | 8.95 | 39.85 | 7.67 | 20.15 | 4.61 | 2.75 |
| Yield(%) | 0.00 | 1.14 | 2.47 | 2.70 | 1.35 | 0.90 | 0.68 | … | … | 0.00 | 1.01 | 3.81 | 2.93 | 2.69 | 0.68 |
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 |
|---|---|---|---|---|
| KCVVX (Knights of Columbus Large Cap Value Inve) |
-2.08%
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 |
|---|---|---|---|---|
| KCVVX (Knights of Columbus Large Cap Value Inve) |
11.72%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart