NAMFX vs. PKSFX
Compare and contrast key facts about Virtus Newfleet Multi-Sector Intermediate Bond Fund (NAMFX) and Virtus KAR Small-Cap Core Fund (PKSFX).
NAMFX is managed by Virtus. It was launched on Dec 14, 1989. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
NAMFX vs. PKSFX - Performance Comparison
Loading graphics...
NAMFX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMFX Virtus Newfleet Multi-Sector Intermediate Bond Fund | -1.02% | 7.83% | 4.55% | 8.35% | -9.55% | 0.98% | 5.92% | 11.34% | -3.69% | 7.20% |
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -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, NAMFX achieves a -1.02% return, which is significantly lower than PKSFX's -0.51% return. Over the past 10 years, NAMFX has underperformed PKSFX with an annualized return of 3.79%, while PKSFX has yielded a comparatively higher 14.75% annualized return.
NAMFX
- 1D
- 0.11%
- 1M
- -2.46%
- YTD
- -1.02%
- 6M
- 0.31%
- 1Y
- 5.30%
- 3Y*
- 5.54%
- 5Y*
- 2.28%
- 10Y*
- 3.79%
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NAMFX vs. PKSFX - Expense Ratio Comparison
Both NAMFX and PKSFX have an expense ratio of 1.00%.
Return for Risk
NAMFX vs. PKSFX — Risk / Return Rank
NAMFX
PKSFX
NAMFX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector Intermediate Bond Fund (NAMFX) 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.
| NAMFX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 0.14 | +1.67 |
Sortino ratioReturn per unit of downside risk | 2.65 | 0.35 | +2.30 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.04 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.09 | +2.02 |
Martin ratioReturn relative to average drawdown | 8.38 | 0.19 | +8.18 |
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
| NAMFX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 0.14 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.43 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.79 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.40 | 0.56 | +0.85 |
Correlation
The correlation between NAMFX and PKSFX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NAMFX vs. PKSFX - Dividend Comparison
NAMFX's dividend yield for the trailing twelve months is around 5.00%, less than PKSFX's 14.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMFX Virtus Newfleet Multi-Sector Intermediate Bond Fund | 5.00% | 5.51% | 5.11% | 4.57% | 4.49% | 2.93% | 3.53% | 4.10% | 4.54% | 4.30% | 4.23% | 4.71% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
NAMFX vs. PKSFX - Drawdown Comparison
The maximum NAMFX drawdown since its inception was -26.56%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for NAMFX and PKSFX.
Loading graphics...
Drawdown Indicators
| NAMFX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -54.46% | +27.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -11.21% | +8.47% |
Max Drawdown (5Y)Largest decline over 5 years | -13.48% | -22.02% | +8.54% |
Max Drawdown (10Y)Largest decline over 10 years | -17.16% | -33.45% | +16.29% |
Current DrawdownCurrent decline from peak | -2.46% | -11.25% | +8.79% |
Average DrawdownAverage peak-to-trough decline | -2.54% | -7.17% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 4.92% | -4.23% |
Volatility
NAMFX vs. PKSFX - Volatility Comparison
The current volatility for Virtus Newfleet Multi-Sector Intermediate Bond Fund (NAMFX) is 1.21%, while Virtus KAR Small-Cap Core Fund (PKSFX) has a volatility of 4.01%. This indicates that NAMFX experiences smaller price fluctuations and is considered to be less risky than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NAMFX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 4.01% | -2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.01% | 10.93% | -8.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 18.88% | -15.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.71% | 17.88% | -14.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.99% | 18.78% | -14.79% |