BQMGX vs. PKSFX
Compare and contrast key facts about Bright Rock Mid Cap Growth Fund (BQMGX) and Virtus KAR Small-Cap Core Fund (PKSFX).
BQMGX is managed by Bright Rock. It was launched on May 26, 2010. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
BQMGX vs. PKSFX - Performance Comparison
Loading graphics...
BQMGX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | -5.31% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, BQMGX achieves a -5.31% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, BQMGX has underperformed PKSFX with an annualized return of 8.92%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
BQMGX
- 1D
- 1.78%
- 1M
- -7.93%
- YTD
- -5.31%
- 6M
- -7.79%
- 1Y
- -1.87%
- 3Y*
- 4.14%
- 5Y*
- 3.34%
- 10Y*
- 8.92%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BQMGX vs. PKSFX - Expense Ratio Comparison
BQMGX has a 1.07% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Return for Risk
BQMGX vs. PKSFX — Risk / Return Rank
BQMGX
PKSFX
BQMGX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Rock Mid Cap Growth Fund (BQMGX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| BQMGX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 0.23 | -0.31 |
Sortino ratioReturn per unit of downside risk | -0.01 | 0.48 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.06 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 0.42 | -0.47 |
Martin ratioReturn relative to average drawdown | -0.14 | 0.95 | -1.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BQMGX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 0.23 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.44 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.80 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.06 |
Correlation
The correlation between BQMGX and PKSFX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BQMGX vs. PKSFX - Dividend Comparison
BQMGX's dividend yield for the trailing twelve months is around 4.35%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.35% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
BQMGX vs. PKSFX - Drawdown Comparison
The maximum BQMGX drawdown since its inception was -36.05%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for BQMGX and PKSFX.
Loading graphics...
Drawdown Indicators
| BQMGX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.05% | -54.46% | +18.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -11.21% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | -22.02% | -3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -36.05% | -33.45% | -2.60% |
Current DrawdownCurrent decline from peak | -11.07% | -9.42% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -7.17% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 4.96% | -1.11% |
Volatility
BQMGX vs. PKSFX - Volatility Comparison
Bright Rock Mid Cap Growth Fund (BQMGX) and Virtus KAR Small-Cap Core Fund (PKSFX) have volatilities of 4.65% and 4.62%, 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.
Loading graphics...
Volatility by Period
| BQMGX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.62% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 11.11% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 18.95% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 17.90% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 18.79% | -0.82% |