PKSFX vs. BFGFX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Baron Focused Growth Fund (BFGFX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Performance
PKSFX vs. BFGFX - Performance Comparison
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PKSFX vs. BFGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
Returns By Period
In the year-to-date period, PKSFX achieves a 1.54% return, which is significantly higher than BFGFX's -5.05% return. Over the past 10 years, PKSFX has underperformed BFGFX with an annualized return of 14.98%, while BFGFX has yielded a comparatively higher 20.15% annualized return.
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%
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
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PKSFX vs. BFGFX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than BFGFX's 1.32% expense ratio.
Return for Risk
PKSFX vs. BFGFX — Risk / Return Rank
PKSFX
BFGFX
PKSFX vs. BFGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Baron Focused Growth Fund (BFGFX). 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 | BFGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.13 | -0.90 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.99 | -1.51 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.26 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.29 | -1.87 |
Martin ratioReturn relative to average drawdown | 0.95 | 8.56 | -7.61 |
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 | BFGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.13 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.84 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.69 | -0.13 |
Correlation
The correlation between PKSFX and BFGFX is 0.70, 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
PKSFX vs. BFGFX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.08%, while BFGFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
Drawdowns
PKSFX vs. BFGFX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, smaller than the maximum BFGFX drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for PKSFX and BFGFX.
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Drawdown Indicators
| PKSFX | BFGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -59.52% | +5.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.95% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -35.93% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -43.62% | +10.17% |
Current DrawdownCurrent decline from peak | -9.42% | -7.56% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -12.43% | +5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 3.19% | +1.77% |
Volatility
PKSFX vs. BFGFX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 4.62%, while Baron Focused Growth Fund (BFGFX) has a volatility of 4.99%. This indicates that PKSFX experiences smaller price fluctuations and is considered to be less risky than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PKSFX | BFGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.99% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.11% | 15.79% | -4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 23.03% | -4.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.90% | 22.57% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 23.96% | -5.17% |