CFAGX vs. PKSFX
CFAGX (Commerce MidCap Growth Fund) and PKSFX (Virtus KAR Small-Cap Core Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, CFAGX returned 9.88%/yr vs 15.13%/yr for PKSFX. Their correlation of 0.84 means they have usually moved in the same direction. CFAGX charges 0.71%/yr vs 1.00%/yr for PKSFX.
Performance
CFAGX vs. PKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, CFAGX achieves a 2.17% return, which is significantly lower than PKSFX's 7.13% return. Over the past 10 years, CFAGX has underperformed PKSFX with an annualized return of 9.88%, while PKSFX has yielded a comparatively higher 15.13% annualized return.
CFAGX
- 1D
- 0.05%
- 1M
- -3.26%
- 6M
- 2.88%
- YTD
- 2.17%
- 1Y
- -1.61%
- 3Y*
- 6.94%
- 5Y*
- 2.55%
- 10Y*
- 9.88%
- ALL TIME*
- 7.66%
PKSFX
- 1D
- -0.21%
- 1M
- -2.87%
- 6M
- -0.76%
- YTD
- 7.13%
- 1Y
- 5.83%
- 3Y*
- 8.78%
- 5Y*
- 8.12%
- 10Y*
- 15.13%
- ALL TIME*
- 10.84%
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 |
CFAGX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 2.17% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
PKSFX Virtus KAR Small-Cap Core Fund | 7.13% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Correlation
The correlation between CFAGX and PKSFX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 1996 | 0.84 |
Over the past year, the correlation between CFAGX and PKSFX has dropped to 0.64 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
CFAGX vs. PKSFX — Risk / Return Rank
CFAGX
PKSFX
CFAGX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) 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.
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.
| CFAGX | PKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.06 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 0.41 | -0.64 |
| Martin ratioReturn relative to average drawdown | -0.61 | 0.82 | -1.42 |
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Drawdowns
CFAGX vs. PKSFX - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for CFAGX and PKSFX.
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Drawdown Indicators
| CFAGX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -54.46% | -6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.85% | -11.19% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -21.16% | -21.82% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -22.02% | -6.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -33.45% | -0.78% |
Current DrawdownCurrent decline from peak | -4.40% | -4.43% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -7.15% | -7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 5.62% | -0.68% |
Volatility
CFAGX vs. PKSFX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 4.75% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.20%. This indicates that CFAGX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFAGX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.20% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 11.00% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 15.68% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 17.99% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 18.80% | -0.32% |
CFAGX vs. PKSFX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Dividends
CFAGX vs. PKSFX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 24.36%, more than PKSFX's 13.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 24.36% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
PKSFX Virtus KAR Small-Cap Core Fund | 13.35% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Frequently Asked Questions
CFAGX and PKSFX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CFAGX has higher volatility (4.75%) compared to PKSFX (4.20%). In terms of maximum drawdown, CFAGX dropped -61.05% vs PKSFX's -54.46%.
PKSFX currently has the higher Sharpe Ratio (0.29 vs -0.20), 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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