POLIX vs. VKSIX
Compare and contrast key facts about Polen Growth Fund (POLIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POLIX or VKSIX.
Key characteristics
| POLIX | VKSIX | |
|---|---|---|
| YTD Return | 16.30% | 15.62% |
| 1Y Return | 28.02% | 34.47% |
| 3Y Return (Ann) | -5.53% | 2.25% |
| 5Y Return (Ann) | 8.47% | 12.34% |
| Sharpe Ratio | 1.82 | 2.16 |
| Sortino Ratio | 2.42 | 3.01 |
| Omega Ratio | 1.32 | 1.36 |
| Calmar Ratio | 0.77 | 1.53 |
| Martin Ratio | 10.55 | 10.88 |
| Ulcer Index | 2.54% | 3.05% |
| Daily Std Dev | 14.74% | 15.31% |
| Max Drawdown | -49.68% | -35.59% |
| Current Drawdown | -16.33% | 0.00% |
Correlation
The correlation between POLIX and VKSIX is 0.79, 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.
Performance
POLIX vs. VKSIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with POLIX having a 16.30% return and VKSIX slightly lower at 15.62%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POLIX vs. VKSIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than VKSIX's 1.02% expense ratio.
Risk-Adjusted Performance
POLIX vs. VKSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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.
Dividends
POLIX vs. VKSIX - Dividend Comparison
Neither POLIX nor VKSIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% | 0.23% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POLIX vs. VKSIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -49.68%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for POLIX and VKSIX. For additional features, visit the drawdowns tool.
Volatility
POLIX vs. VKSIX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 4.17% compared to Virtus KAR Small-Mid Cap Core Fund (VKSIX) at 3.84%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than VKSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.