HIEMX vs. PKSFX
Compare and contrast key facts about Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) and Virtus KAR Small-Cap Core Fund (PKSFX).
HIEMX is managed by Virtus. It was launched on Oct 19, 1997. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
HIEMX vs. PKSFX - Performance Comparison
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HIEMX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | -10.74% | 21.39% | -8.26% | 0.39% | -23.26% | -6.34% | 15.71% | 18.35% | -14.37% | 34.47% |
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, HIEMX achieves a -10.74% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, HIEMX has underperformed PKSFX with an annualized return of 1.13%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
HIEMX
- 1D
- 2.58%
- 1M
- -10.95%
- YTD
- -10.74%
- 6M
- -10.01%
- 1Y
- 4.67%
- 3Y*
- -0.50%
- 5Y*
- -7.23%
- 10Y*
- 1.13%
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%
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HIEMX vs. PKSFX - Expense Ratio Comparison
HIEMX has a 1.24% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Return for Risk
HIEMX vs. PKSFX — Risk / Return Rank
HIEMX
PKSFX
HIEMX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) 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.
| HIEMX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.23 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.48 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.42 | -0.17 |
Martin ratioReturn relative to average drawdown | 1.01 | 0.95 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HIEMX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.23 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | 0.44 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.80 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.56 | -0.31 |
Correlation
The correlation between HIEMX and PKSFX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HIEMX vs. PKSFX - Dividend Comparison
HIEMX's dividend yield for the trailing twelve months is around 2.11%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | 2.11% | 1.89% | 0.00% | 0.00% | 0.00% | 23.24% | 0.63% | 2.05% | 3.83% | 0.70% | 0.44% | 0.94% |
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
HIEMX vs. PKSFX - Drawdown Comparison
The maximum HIEMX drawdown since its inception was -58.48%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for HIEMX and PKSFX.
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Drawdown Indicators
| HIEMX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.48% | -54.46% | -4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -17.19% | -11.21% | -5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -41.42% | -22.02% | -19.40% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -33.45% | -10.77% |
Current DrawdownCurrent decline from peak | -35.86% | -9.42% | -26.44% |
Average DrawdownAverage peak-to-trough decline | -17.52% | -7.17% | -10.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 4.96% | -0.76% |
Volatility
HIEMX vs. PKSFX - Volatility Comparison
Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) has a higher volatility of 7.17% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.62%. This indicates that HIEMX'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
| HIEMX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 4.62% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 11.11% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 18.95% | -2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 17.90% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 18.79% | -2.70% |