PKSFX vs. VKSIX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Performance
PKSFX vs. VKSIX - Performance Comparison
Loading graphics...
PKSFX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -7.97% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -8.94% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly higher than VKSIX's -8.94% 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%
VKSIX
- 1D
- 0.11%
- 1M
- -10.60%
- YTD
- -8.94%
- 6M
- -13.34%
- 1Y
- -9.89%
- 3Y*
- 2.82%
- 5Y*
- -0.05%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PKSFX vs. VKSIX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than VKSIX's 1.02% expense ratio.
Return for Risk
PKSFX vs. VKSIX — Risk / Return Rank
PKSFX
VKSIX
PKSFX vs. VKSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX). 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 | VKSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | -0.51 | +0.65 |
Sortino ratioReturn per unit of downside risk | 0.35 | -0.64 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.04 | 0.92 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | -0.65 | +0.74 |
Martin ratioReturn relative to average drawdown | 0.19 | -1.81 | +2.00 |
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
| PKSFX | VKSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.51 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | -0.00 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.38 | +0.18 |
Correlation
The correlation between PKSFX and VKSIX is 0.89, 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. VKSIX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than VKSIX's 0.38% 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% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.38% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
PKSFX vs. VKSIX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for PKSFX and VKSIX.
Loading graphics...
Drawdown Indicators
| PKSFX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -35.59% | -18.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -16.70% | +5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -32.49% | +10.47% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | — | — |
Current DrawdownCurrent decline from peak | -11.25% | -19.70% | +8.45% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -8.72% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 6.04% | -1.12% |
Volatility
PKSFX vs. VKSIX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX) have volatilities of 4.01% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PKSFX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.21% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 11.52% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 19.29% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 19.11% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 21.05% | -2.27% |