IAXIX vs. PKSFX
IAXIX (VY T. Rowe Price Diversified Mid Cap Growth Portfolio) and PKSFX (Virtus KAR Small-Cap Core Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, IAXIX returned 12.41%/yr vs 15.13%/yr for PKSFX. Their correlation of 0.85 means they have usually moved in the same direction. IAXIX charges 0.78%/yr vs 1.00%/yr for PKSFX.
Performance
IAXIX vs. PKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, IAXIX achieves a 2.00% return, which is significantly lower than PKSFX's 7.13% return. Over the past 10 years, IAXIX has underperformed PKSFX with an annualized return of 12.41%, while PKSFX has yielded a comparatively higher 15.13% annualized return.
IAXIX
- 1D
- -0.27%
- 1M
- -3.86%
- 6M
- 1.72%
- YTD
- 2.00%
- 1Y
- -0.72%
- 3Y*
- 12.70%
- 5Y*
- 5.34%
- 10Y*
- 12.41%
- ALL TIME*
- 9.55%
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 |
IAXIX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 2.00% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
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 IAXIX and PKSFX is 0.50, 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. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2001 | 0.85 |
Over the past year, the correlation between IAXIX and PKSFX has dropped to 0.50 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
IAXIX vs. PKSFX — Risk / Return Rank
IAXIX
PKSFX
IAXIX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) 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.
| IAXIX | PKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.06 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 0.41 | -0.46 |
| Martin ratioReturn relative to average drawdown | -0.16 | 0.82 | -0.98 |
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Drawdowns
IAXIX vs. PKSFX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for IAXIX and PKSFX.
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Drawdown Indicators
| IAXIX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -54.46% | -3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -11.19% | -3.01% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -21.82% | -3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -22.02% | -13.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -33.45% | -2.47% |
Current DrawdownCurrent decline from peak | -6.11% | -4.43% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -7.15% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 5.62% | -0.95% |
Volatility
IAXIX vs. PKSFX - Volatility Comparison
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) has a higher volatility of 5.23% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.20%. This indicates that IAXIX'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
| IAXIX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.20% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 11.00% | +3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 15.68% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 17.99% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 18.80% | +2.82% |
IAXIX vs. PKSFX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Dividends
IAXIX vs. PKSFX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 14.53%, more than PKSFX's 13.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 14.53% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
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
IAXIX and PKSFX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAXIX has higher volatility (5.23%) compared to PKSFX (4.20%). In terms of maximum drawdown, IAXIX dropped -57.55% vs PKSFX's -54.46%.
PKSFX currently has the higher Sharpe Ratio (0.29 vs -0.04), 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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