KMVAX vs. IIRMX
Compare and contrast key facts about Kirr Marbach Partners Value Fund (KMVAX) and Voya Russell Mid Cap Index Portfolio (IIRMX).
KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998. IIRMX is managed by Voya. It was launched on Mar 10, 2008.
Performance
KMVAX vs. IIRMX - Performance Comparison
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KMVAX vs. IIRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
IIRMX Voya Russell Mid Cap Index Portfolio | 1.18% | 10.40% | 14.78% | 16.74% | -17.55% | 21.79% | 16.04% | 29.16% | -9.30% | 18.05% |
Returns By Period
In the year-to-date period, KMVAX achieves a 1.97% return, which is significantly higher than IIRMX's 1.18% return. Both investments have delivered pretty close results over the past 10 years, with KMVAX having a 10.26% annualized return and IIRMX not far ahead at 10.30%.
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
IIRMX
- 1D
- 2.67%
- 1M
- -5.59%
- YTD
- 1.18%
- 6M
- 1.27%
- 1Y
- 15.22%
- 3Y*
- 12.91%
- 5Y*
- 6.52%
- 10Y*
- 10.30%
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KMVAX vs. IIRMX - Expense Ratio Comparison
KMVAX has a 1.45% expense ratio, which is higher than IIRMX's 0.40% expense ratio.
Return for Risk
KMVAX vs. IIRMX — Risk / Return Rank
KMVAX
IIRMX
KMVAX vs. IIRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kirr Marbach Partners Value Fund (KMVAX) and Voya Russell Mid Cap Index Portfolio (IIRMX). 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.
| KMVAX | IIRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.83 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.31 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 0.32 | +1.85 |
Martin ratioReturn relative to average drawdown | 6.23 | 1.26 | +4.97 |
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
| KMVAX | IIRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.83 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.36 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.53 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.44 | -0.04 |
Correlation
The correlation between KMVAX and IIRMX is 0.92, 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
KMVAX vs. IIRMX - Dividend Comparison
KMVAX's dividend yield for the trailing twelve months is around 5.19%, less than IIRMX's 13.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
IIRMX Voya Russell Mid Cap Index Portfolio | 13.04% | 13.19% | 10.43% | 11.78% | 10.34% | 10.34% | 14.22% | 20.78% | 15.64% | 8.09% | 14.11% | 10.13% |
Drawdowns
KMVAX vs. IIRMX - Drawdown Comparison
The maximum KMVAX drawdown since its inception was -65.81%, which is greater than IIRMX's maximum drawdown of -56.44%. Use the drawdown chart below to compare losses from any high point for KMVAX and IIRMX.
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Drawdown Indicators
| KMVAX | IIRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.81% | -56.44% | -9.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -13.49% | +2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -26.26% | +1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -45.41% | -40.41% | -5.00% |
Current DrawdownCurrent decline from peak | -6.82% | -5.75% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -10.04% | -7.94% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 4.96% | -1.01% |
Volatility
KMVAX vs. IIRMX - Volatility Comparison
Kirr Marbach Partners Value Fund (KMVAX) has a higher volatility of 6.55% compared to Voya Russell Mid Cap Index Portfolio (IIRMX) at 5.58%. This indicates that KMVAX's price experiences larger fluctuations and is considered to be riskier than IIRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KMVAX | IIRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.55% | 5.58% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 10.53% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.21% | 21.58% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 18.87% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 19.65% | +0.45% |