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Knights of Columbus Small Cap I (KCSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.96-0.11 (-0.84%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.43%
5-Year Average Return7.01%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)24.19%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return24.19%
Worst 3-Yr Total Return3.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKCSIXCategory
YTD5.88%20.19%
1-Month5.04%0.02%
3-Month3.47%4.36%
1-Year23.08%60.18%
3-Year1.65%11.32%
5-Year9.10%13.88%
10-Year0.00%11.19%
Last Bull Market24.06%27.98%
Last Bear Market-18.04%-24.08%

Annual Total Return (%) History

Year
KCSIXCategory
2024
N/AN/A
2023
16.24%N/A
2022
-20.47%N/A
2021
23.80%N/A
2020
13.65%10.99%
2019
24.19%23.75%
2018
-15.61%-12.72%
2017
15.38%12.28%
2016
15.53%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
20232.66%6.08%-3.40%10.50%
2022-7.49%-18.04%-3.04%8.16%
202112.25%4.89%-0.41%5.57%
2020-32.64%25.10%7.40%25.57%
201914.70%4.32%-4.28%8.43%
2018-2.32%6.16%2.60%-20.68%
20170.12%4.96%5.88%3.69%
2016-1.64%0.86%6.75%9.09%
20150.93%-9.28%0.61%N/A

Rank In Category (By Total Return)

YTD25
1-Month34
3-Month20
1-Year39
3-Year45
5-Year67

Load Adjusted Returns

1-Year23.08%
3-Year1.65%
5-Year9.10%
10-YearN/A