ACV vs. VKSIX
ACV (Virtus Diversified Income & Convertible Fund) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - ACV is a Diversified Portfolio fund actively managed by Virtus, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, ACV returned 9.74%/yr vs 0.05%/yr for VKSIX. A 0.58 correlation means they provide meaningful diversification when combined. ACV charges 2.69%/yr vs 1.02%/yr for VKSIX.
Performance
ACV vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, ACV achieves a 8.46% return, which is significantly higher than VKSIX's -4.24% return.
ACV
- 1D
- -2.30%
- 1M
- -2.34%
- 6M
- 3.42%
- YTD
- 8.46%
- 1Y
- 33.71%
- 3Y*
- 22.37%
- 5Y*
- 9.74%
- 10Y*
- 16.31%
VKSIX
- 1D
- 0.22%
- 1M
- 1.37%
- 6M
- -9.34%
- YTD
- -4.24%
- 1Y
- -8.81%
- 3Y*
- 1.70%
- 5Y*
- 0.05%
- 10Y*
- —
ACV vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ACV Virtus Diversified Income & Convertible Fund | 8.46% | 33.70% | 15.39% | 25.96% | -35.98% | 24.45% | 45.80% | 44.15% | -13.36% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.24% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between ACV and VKSIX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.58 |
Over the past year, the correlation between ACV and VKSIX has dropped to 0.32 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
ACV vs. VKSIX — Risk / Return Rank
ACV
VKSIX
ACV vs. VKSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Diversified Income & Convertible Fund (ACV) and Virtus KAR Small-Mid Cap Core Fund (VKSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ACV | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.44 | ||
| Sortino ratioReturn per unit of downside risk | +3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 0.93 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | -0.51 | +2.79 |
| Martin ratioReturn relative to average drawdown | 8.72 | -0.94 | +9.65 |
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Drawdowns
ACV vs. VKSIX - Drawdown Comparison
The maximum ACV drawdown since its inception was -53.64%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for ACV and VKSIX.
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Drawdown Indicators
| ACV | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -35.59% | -18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.81% | -16.70% | +1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -20.29% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -48.80% | -32.49% | -16.31% |
Max Drawdown (10Y)Largest decline over 10 years | -53.64% | — | — |
Current DrawdownCurrent decline from peak | -3.58% | -15.56% | +11.98% |
Average DrawdownAverage peak-to-trough decline | -14.73% | -8.98% | -5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 9.00% | -5.12% |
Volatility
ACV vs. VKSIX - Volatility Comparison
Virtus Diversified Income & Convertible Fund (ACV) and Virtus KAR Small-Mid Cap Core Fund (VKSIX) have volatilities of 4.69% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACV | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.60% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 15.02% | 12.02% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.71% | 15.94% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.65% | 19.25% | +4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.86% | 20.90% | +4.96% |
ACV vs. VKSIX - Expense Ratio Comparison
ACV has a 2.69% expense ratio, which is higher than VKSIX's 1.02% expense ratio.
Dividends
ACV vs. VKSIX - Dividend Comparison
ACV's dividend yield for the trailing twelve months is around 9.35%, more than VKSIX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACV Virtus Diversified Income & Convertible Fund | 9.35% | 9.68% | 9.84% | 10.30% | 12.69% | 24.19% | 7.28% | 8.15% | 10.76% | 9.18% | 10.67% | 5.52% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ACV and VKSIX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACV has higher volatility (4.69%) compared to VKSIX (4.60%). In terms of maximum drawdown, ACV dropped -53.64% vs VKSIX's -35.59%.
ACV currently has the higher Sharpe Ratio (1.91 vs -0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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