PHSKX vs. VIISX
Compare and contrast key facts about Virtus KAR Mid-Cap Growth Fund (PHSKX) and Virtus KAR International Small-Mid Cap Fund (VIISX).
PHSKX is managed by Virtus. It was launched on Dec 31, 1975. VIISX is managed by Virtus. It was launched on Sep 4, 2012.
Performance
PHSKX vs. VIISX - Performance Comparison
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PHSKX vs. VIISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSKX Virtus KAR Mid-Cap Growth Fund | -16.98% | -3.58% | 7.43% | 22.00% | -33.46% | 1.23% | 63.29% | 44.03% | 7.44% | 33.54% |
VIISX Virtus KAR International Small-Mid Cap Fund | -8.80% | 14.30% | 4.06% | 22.36% | -34.42% | 5.84% | 24.38% | 27.62% | -6.81% | 28.48% |
Returns By Period
In the year-to-date period, PHSKX achieves a -16.98% return, which is significantly lower than VIISX's -8.80% return. Over the past 10 years, PHSKX has outperformed VIISX with an annualized return of 9.22%, while VIISX has yielded a comparatively lower 7.50% annualized return.
PHSKX
- 1D
- -0.89%
- 1M
- -12.64%
- YTD
- -16.98%
- 6M
- -21.04%
- 1Y
- -12.53%
- 3Y*
- -0.34%
- 5Y*
- -5.82%
- 10Y*
- 9.22%
VIISX
- 1D
- -0.21%
- 1M
- -11.13%
- YTD
- -8.80%
- 6M
- -10.48%
- 1Y
- -2.45%
- 3Y*
- 7.01%
- 5Y*
- -1.71%
- 10Y*
- 7.50%
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PHSKX vs. VIISX - Expense Ratio Comparison
PHSKX has a 1.24% expense ratio, which is higher than VIISX's 1.19% expense ratio.
Return for Risk
PHSKX vs. VIISX — Risk / Return Rank
PHSKX
VIISX
PHSKX vs. VIISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Growth Fund (PHSKX) and Virtus KAR International Small-Mid Cap Fund (VIISX). 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.
| PHSKX | VIISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | -0.25 | -0.30 |
Sortino ratioReturn per unit of downside risk | -0.67 | -0.25 | -0.42 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.97 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | -0.29 | -0.32 |
Martin ratioReturn relative to average drawdown | -1.91 | -0.73 | -1.17 |
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
| PHSKX | VIISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | -0.25 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | -0.11 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.49 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.53 | -0.21 |
Correlation
The correlation between PHSKX and VIISX 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
PHSKX vs. VIISX - Dividend Comparison
PHSKX's dividend yield for the trailing twelve months is around 55.82%, more than VIISX's 4.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSKX Virtus KAR Mid-Cap Growth Fund | 55.82% | 46.34% | 0.00% | 0.00% | 0.00% | 1.53% | 0.10% | 0.62% | 2.19% | 6.10% | 1.60% | 1.54% |
VIISX Virtus KAR International Small-Mid Cap Fund | 4.08% | 3.72% | 1.94% | 0.00% | 0.00% | 8.43% | 1.16% | 1.98% | 1.42% | 1.82% | 2.75% | 3.43% |
Drawdowns
PHSKX vs. VIISX - Drawdown Comparison
The maximum PHSKX drawdown since its inception was -81.79%, which is greater than VIISX's maximum drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for PHSKX and VIISX.
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Drawdown Indicators
| PHSKX | VIISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.79% | -50.31% | -31.48% |
Max Drawdown (1Y)Largest decline over 1 year | -23.77% | -14.94% | -8.83% |
Max Drawdown (5Y)Largest decline over 5 years | -46.87% | -50.31% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -46.87% | -50.31% | +3.44% |
Current DrawdownCurrent decline from peak | -38.21% | -19.71% | -18.50% |
Average DrawdownAverage peak-to-trough decline | -29.38% | -11.24% | -18.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 5.84% | +1.71% |
Volatility
PHSKX vs. VIISX - Volatility Comparison
Virtus KAR Mid-Cap Growth Fund (PHSKX) has a higher volatility of 5.63% compared to Virtus KAR International Small-Mid Cap Fund (VIISX) at 5.02%. This indicates that PHSKX's price experiences larger fluctuations and is considered to be riskier than VIISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSKX | VIISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.02% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 8.59% | +5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.67% | 13.85% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.76% | 16.06% | +8.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.43% | 15.33% | +8.10% |