PIMSX vs. PKSFX
Compare and contrast key facts about Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) and Virtus KAR Small-Cap Core Fund (PKSFX).
PIMSX is managed by Virtus. It was launched on Nov 3, 2016. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
PIMSX vs. PKSFX - Performance Comparison
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PIMSX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIMSX Virtus Newfleet Multi-Sector S/T Bd I | 0.09% | 6.08% | 5.90% | 7.16% | -5.52% | 0.20% | 4.58% | 6.40% | -0.53% | 3.93% |
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, PIMSX achieves a 0.09% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, PIMSX has underperformed PKSFX with an annualized return of 3.18%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
PIMSX
- 1D
- 0.22%
- 1M
- -1.09%
- YTD
- 0.09%
- 6M
- 1.29%
- 1Y
- 4.64%
- 3Y*
- 5.69%
- 5Y*
- 2.75%
- 10Y*
- 3.18%
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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PIMSX vs. PKSFX - Expense Ratio Comparison
PIMSX has a 0.65% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Return for Risk
PIMSX vs. PKSFX — Risk / Return Rank
PIMSX
PKSFX
PIMSX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) 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.
| PIMSX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 0.23 | +1.77 |
Sortino ratioReturn per unit of downside risk | 3.39 | 0.48 | +2.90 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.06 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 3.87 | 0.42 | +3.45 |
Martin ratioReturn relative to average drawdown | 14.67 | 0.95 | +13.72 |
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
| PIMSX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 0.23 | +1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.05 | 0.44 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.18 | 0.80 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.56 | +0.73 |
Correlation
The correlation between PIMSX and PKSFX is 0.15, 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
PIMSX vs. PKSFX - Dividend Comparison
PIMSX's dividend yield for the trailing twelve months is around 4.33%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMSX Virtus Newfleet Multi-Sector S/T Bd I | 4.33% | 4.77% | 4.60% | 3.66% | 2.77% | 1.89% | 2.92% | 3.18% | 3.16% | 3.23% | 3.16% | 3.18% |
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
PIMSX vs. PKSFX - Drawdown Comparison
The maximum PIMSX drawdown since its inception was -18.10%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for PIMSX and PKSFX.
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Drawdown Indicators
| PIMSX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.10% | -54.46% | +36.36% |
Max Drawdown (1Y)Largest decline over 1 year | -1.30% | -11.21% | +9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -8.06% | -22.02% | +13.96% |
Max Drawdown (10Y)Largest decline over 10 years | -10.69% | -33.45% | +22.76% |
Current DrawdownCurrent decline from peak | -1.09% | -9.42% | +8.33% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -7.17% | +5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 4.96% | -4.62% |
Volatility
PIMSX vs. PKSFX - Volatility Comparison
The current volatility for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) is 0.70%, while Virtus KAR Small-Cap Core Fund (PKSFX) has a volatility of 4.62%. This indicates that PIMSX 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.
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Volatility by Period
| PIMSX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 4.62% | -3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 1.52% | 11.11% | -9.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.37% | 18.95% | -16.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.65% | 17.90% | -15.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.69% | 18.79% | -16.10% |