APDIX vs. VKSIX
APDIX (Artisan International Fund Advisor Class) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - APDIX is a Foreign Large Cap Equities fund actively managed by Artisan, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, APDIX returned 10.18%/yr vs -0.62%/yr for VKSIX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. APDIX charges 1.05%/yr vs 1.02%/yr for VKSIX.
Performance
APDIX vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, APDIX achieves a 15.14% return, which is significantly higher than VKSIX's -4.13% return.
APDIX
- 1D
- 1.73%
- 1M
- -0.47%
- 6M
- 5.47%
- YTD
- 15.14%
- 1Y
- 23.87%
- 3Y*
- 21.60%
- 5Y*
- 10.18%
- 10Y*
- 10.17%
- ALL TIME*
- 9.56%
VKSIX
- 1D
- -1.64%
- 1M
- -1.07%
- 6M
- -6.03%
- YTD
- -4.13%
- 1Y
- -10.21%
- 3Y*
- 1.38%
- 5Y*
- -0.62%
- 10Y*
- —
- ALL TIME*
- 8.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
APDIX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 15.14% | 36.36% | 10.78% | 14.44% | -19.44% | 9.01% | 7.75% | 29.33% | -13.13% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.13% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between APDIX and VKSIX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.65 |
Over the past year, the correlation between APDIX and VKSIX has dropped to 0.40 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
APDIX vs. VKSIX — Risk / Return Rank
APDIX
VKSIX
APDIX vs. VKSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Advisor Class (APDIX) 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.
| APDIX | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.16 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.90 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | -0.73 | +3.01 |
| Martin ratioReturn relative to average drawdown | 6.69 | -1.36 | +8.06 |
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Drawdowns
APDIX vs. VKSIX - Drawdown Comparison
The maximum APDIX drawdown since its inception was -33.79%, smaller than the maximum VKSIX drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for APDIX and VKSIX.
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Drawdown Indicators
| APDIX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -35.59% | +1.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -15.71% | +5.94% |
Max Drawdown (3Y)Largest decline over 3 years | -13.39% | -20.29% | +6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -32.49% | -1.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | — | — |
Current DrawdownCurrent decline from peak | -3.91% | -15.47% | +11.56% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -9.01% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 8.67% | -5.35% |
Volatility
APDIX vs. VKSIX - Volatility Comparison
The current volatility for Artisan International Fund Advisor Class (APDIX) is 3.82%, while Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a volatility of 4.90%. This indicates that APDIX experiences smaller price fluctuations and is considered to be less risky than VKSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDIX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 4.90% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 12.20% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 16.22% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 19.29% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 20.90% | -4.76% |
APDIX vs. VKSIX - Expense Ratio Comparison
APDIX has a 1.05% expense ratio, which is higher than VKSIX's 1.02% expense ratio.
Dividends
APDIX vs. VKSIX - Dividend Comparison
APDIX's dividend yield for the trailing twelve months is around 19.84%, more than VKSIX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
APDIX Artisan International Fund Advisor Class | 19.84% | 22.84% | 10.42% | 2.00% | 2.74% | 23.63% | 3.39% | 5.41% | 9.98% | 0.83% | 1.45% |
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% |
Frequently Asked Questions
APDIX and VKSIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.90%) compared to APDIX (3.82%). In terms of maximum drawdown, APDIX dropped -33.79% vs VKSIX's -35.59%.
APDIX currently has the higher Sharpe Ratio (1.46 vs -0.71), 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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