Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCVSX (KNIGHTS OF COLUMBUS LARGE CAP VALUE FUND CLASS S SHARES) | 14.11% | 28.17% | 20.93% | 12.20% | 12.82% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCVSX (KNIGHTS OF COLUMBUS LARGE CAP VALUE FUND CLASS S SHARES) | 07/15/2015 | 06/10/2026 |
| 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 (%) | -0.58 | 28.17 | 20.93 | 12.20 | 12.82 | NA | NA | … | … | 14.11 | 17.00 | 19.07 | 14.86 | -8.14 | 28.77 | -0.44 | 28.33 | -8.81 | 15.75 | 14.27 | -3.33 |
| Sharpe Ratio | NA | 2.65 | 1.49 | 0.64 | 0.63 | NA | NA | … | … | 2.86 | 0.98 | 1.44 | 0.91 | -0.47 | 2.02 | -0.02 | 2.11 | -0.65 | 1.78 | 0.99 | -0.38 |
| Standard Deviation(%) | NA | 10.08 | 12.21 | 14.64 | 17.56 | NA | NA | … | … | 11.52 | 14.53 | 10.74 | 12.48 | 20.66 | 14.25 | 36.55 | 12.73 | 15.85 | 8.50 | 14.17 | 18.39 |
| Draw Down(%) | NA | 6.16 | 15.20 | 18.63 | 39.82 | NA | NA | … | … | 6.16 | 13.73 | 7.58 | 9.45 | 18.63 | 5.81 | 39.82 | 7.59 | 20.10 | 4.63 | 11.97 | 12.04 |
| Yield(%) | 0.00 | 9.06 | 7.98 | 6.45 | 6.86 | 4.43 | 3.32 | … | … | 0.28 | 9.54 | 10.20 | 1.28 | 5.00 | 6.80 | 1.14 | 3.99 | 3.02 | 2.93 | 1.72 | 0.69 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| KCVSX (KNIGHTS OF COLUMBUS LARGE CAP VALUE FUND CLASS S SHARES) |
-1.90%
Mar 2017 – Mar 2020 |
5.62%
Sep 2017 – Sep 2022 |
10.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCVSX (KNIGHTS OF COLUMBUS LARGE CAP VALUE FUND CLASS S SHARES) |
22.23%
May 2023 – May 2026 |
17.82%
Mar 2020 – Mar 2025 |
13.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart