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Virtus KAR Mid-Cap ETF (KMID) Sharpe Ratio: -0.00

ETF · Currency in USD · Last updated Jun 6, 2026

The Virtus KAR Mid-Cap ETF (KMID) is an actively managed equity ETF sub-advised by Kayne Anderson Rudnick (KAR) that seeks long-term capital appreciation through investment in a concentrated portfolio of U.S. mid-cap companies. The fund employs KAR's bottom-up, fundamental research process to identify high-quality businesses with durable competitive advantages, strong management teams, and attractive long-term growth prospects.

KMID's Sharpe Ratio of -0.00 indicates that for each unit of volatility, it generates -0.00 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 6, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

KMID Sharpe Ratio Rank

KMID Sharpe Ratio Rank: 9.49
Concerning

KMID ranks above 9.4% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

KMID Sharpe Ratio Market Positioning

The chart shows KMID's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.81 or lower
  • Yellow zone (middle 50%): 0.81 to 2.19
  • Green zone (top 25%): 2.19 or higher
  • Top 1%: 7.13+
  • Median: 1.55 — half of all investments score higher

How it compares to other similar ETFs

The table compares Virtus KAR Mid-Cap ETF's Sharpe Ratio with other ETFs in the Mid Cap Growth Equities category across multiple time periods, showing how KMID's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 6, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
TEKXSPDR Galaxy Transformative Tech Accelerators ETF3.73
FCUSPinnacle Focused Opportunities ETF2.29
SCHMSchwab US Mid-Cap ETF1.89
XMMOInvesco S&P MidCap Momentum ETF1.68
JHMMJohn Hancock Multifactor Mid Cap ETF1.65
KOMPSPDR S&P Kensho New Economies Composite ETF1.59
FADFirst Trust Multi Cap Growth AlphaDEX Fund1.59
IJKiShares S&P MidCap 400 Growth ETF1.56
MDYGSPDR S&P 400 Mid Cap Growth ETF1.56
IWRiShares Russell Midcap ETF1.50
KMIDVirtus KAR Mid-Cap ETF-0.00

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows KMID's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when KMID consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does KMID fit in your portfolio?

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