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Knights of Columbus U.S. All Cap Idx I (KCXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.97+0.12 (+0.71%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.75%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)29.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.04%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKCXIXCategory
YTD13.97%5.31%
1-month3.21%-4.19%
3-month3.60%3.90%
1-year23.84%20.31%
3-year8.26%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market27.89%25.56%
Last bear market-17.56%-15.11%

Annual total return (%) history

Year
KCXIXCategory
2024
N/AN/A
2023
29.04%22.32%
2022
-21.05%-16.96%
2021
27.04%26.07%
2020
21.52%15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%3.60%N/AN/A
20238.74%9.21%-3.61%12.73%
2022-6.18%-17.56%-4.73%7.14%
20216.96%8.68%0.03%9.26%
2020-21.38%22.57%9.17%15.50%

Rank in category (by total return)

YTD49
1-month39
3-month40
1-year42
3-year53
5-yearN/A

Load adjusted returns

1-year23.84%
3-year8.26%
5-yearN/A
10-yearN/A