PXQSX vs. VKSIX
PXQSX (Virtus KAR Small-Cap Value Fund) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - PXQSX is a Small Cap Growth Equities fund managed by Virtus, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, PXQSX returned 1.91%/yr vs -0.37%/yr for VKSIX. Their correlation of 0.87 means they have usually moved in the same direction. PXQSX charges 0.96%/yr vs 1.02%/yr for VKSIX.
Performance
PXQSX vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, PXQSX achieves a 10.39% return, which is significantly higher than VKSIX's -2.74% return.
PXQSX
- 1D
- 1.89%
- 1M
- 2.01%
- 6M
- 3.29%
- YTD
- 10.39%
- 1Y
- 7.36%
- 3Y*
- 7.69%
- 5Y*
- 1.91%
- 10Y*
- 8.25%
- ALL TIME*
- 8.19%
VKSIX
- 1D
- 1.67%
- 1M
- 0.37%
- 6M
- -4.56%
- YTD
- -2.74%
- 1Y
- -9.60%
- 3Y*
- 2.95%
- 5Y*
- -0.37%
- 10Y*
- —
- ALL TIME*
- 8.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PXQSX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PXQSX Virtus KAR Small-Cap Value Fund | 10.39% | -4.50% | 9.63% | 19.10% | -24.29% | 19.50% | 28.16% | 24.87% | -15.23% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -2.74% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between PXQSX and VKSIX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.87 |
The correlation between PXQSX and VKSIX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
PXQSX vs. VKSIX — Risk / Return Rank
PXQSX
VKSIX
PXQSX vs. VKSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Value Fund (PXQSX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PXQSX | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.92 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | -0.57 | +1.21 |
| Martin ratioReturn relative to average drawdown | 1.29 | -1.05 | +2.34 |
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Drawdowns
PXQSX vs. VKSIX - Drawdown Comparison
The maximum PXQSX drawdown since its inception was -55.56%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for PXQSX and VKSIX.
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Drawdown Indicators
| PXQSX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.56% | -35.59% | -19.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -15.71% | +2.46% |
Max Drawdown (3Y)Largest decline over 3 years | -22.87% | -20.29% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -31.49% | -32.49% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -37.65% | — | — |
Current DrawdownCurrent decline from peak | -5.14% | -14.24% | +9.10% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -9.02% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 8.46% | -1.90% |
Volatility
PXQSX vs. VKSIX - Volatility Comparison
Virtus KAR Small-Cap Value Fund (PXQSX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX) have volatilities of 4.94% and 5.07%, 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.
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Volatility by Period
| PXQSX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.07% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 12.30% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 16.32% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 19.30% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.51% | 20.89% | -0.38% |
PXQSX vs. VKSIX - Expense Ratio Comparison
PXQSX has a 0.96% expense ratio, which is lower than VKSIX's 1.02% expense ratio.
Dividends
PXQSX vs. VKSIX - Dividend Comparison
PXQSX's dividend yield for the trailing twelve months is around 5.26%, more than VKSIX's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXQSX Virtus KAR Small-Cap Value Fund | 5.26% | 5.81% | 4.90% | 2.99% | 3.37% | 1.76% | 0.82% | 0.80% | 2.54% | 5.32% | 8.89% | 7.58% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.35% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PXQSX and VKSIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (5.07%) compared to PXQSX (4.94%). In terms of maximum drawdown, PXQSX dropped -55.56% vs VKSIX's -35.59%.
PXQSX currently has the higher Sharpe Ratio (0.50 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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