PKSFX vs. BARIX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Baron Asset Fund Institutional Class (BARIX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
PKSFX vs. BARIX - Performance Comparison
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PKSFX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BARIX Baron Asset Fund Institutional Class | -9.30% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly higher than BARIX's -9.30% return. Over the past 10 years, PKSFX has outperformed BARIX with an annualized return of 14.75%, while BARIX has yielded a comparatively lower 10.43% annualized return.
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%
BARIX
- 1D
- 0.01%
- 1M
- -7.56%
- YTD
- -9.30%
- 6M
- -2.18%
- 1Y
- 1.03%
- 3Y*
- 6.54%
- 5Y*
- 1.73%
- 10Y*
- 10.43%
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PKSFX vs. BARIX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than BARIX's 1.03% expense ratio.
Return for Risk
PKSFX vs. BARIX — Risk / Return Rank
PKSFX
BARIX
PKSFX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Baron Asset Fund Institutional Class (BARIX). 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.
| PKSFX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.14 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.36 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.05 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.09 | -0.01 |
Martin ratioReturn relative to average drawdown | 0.19 | 0.23 | -0.04 |
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
| PKSFX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.14 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.09 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.53 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.64 | -0.08 |
Correlation
The correlation between PKSFX and BARIX is 0.84, 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
PKSFX vs. BARIX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than BARIX's 11.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BARIX Baron Asset Fund Institutional Class | 11.67% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
PKSFX vs. BARIX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, which is greater than BARIX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for PKSFX and BARIX.
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Drawdown Indicators
| PKSFX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -37.44% | -17.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.12% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -37.44% | +15.42% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -37.44% | +3.99% |
Current DrawdownCurrent decline from peak | -11.25% | -10.67% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -6.74% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 4.37% | +0.55% |
Volatility
PKSFX vs. BARIX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 4.01% compared to Baron Asset Fund Institutional Class (BARIX) at 3.35%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PKSFX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.35% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 11.71% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 18.99% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 19.65% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 19.83% | -1.05% |