SAVYX vs. VIMCX
Compare and contrast key facts about Virtus Newfleet Core Plus Bond Fund (SAVYX) and Virtus KAR Mid-Cap Core Fund (VIMCX).
SAVYX is managed by Virtus. It was launched on Mar 7, 1996. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Performance
SAVYX vs. VIMCX - Performance Comparison
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SAVYX vs. VIMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.49% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
VIMCX Virtus KAR Mid-Cap Core Fund | -3.88% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
Returns By Period
In the year-to-date period, SAVYX achieves a -0.49% return, which is significantly higher than VIMCX's -3.88% return. Over the past 10 years, SAVYX has underperformed VIMCX with an annualized return of 2.69%, while VIMCX has yielded a comparatively higher 10.40% annualized return.
SAVYX
- 1D
- 0.20%
- 1M
- -1.83%
- YTD
- -0.49%
- 6M
- 0.37%
- 1Y
- 4.06%
- 3Y*
- 4.18%
- 5Y*
- 0.95%
- 10Y*
- 2.69%
VIMCX
- 1D
- 2.93%
- 1M
- -8.70%
- YTD
- -3.88%
- 6M
- -5.70%
- 1Y
- -0.10%
- 3Y*
- 5.41%
- 5Y*
- 3.21%
- 10Y*
- 10.40%
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SAVYX vs. VIMCX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is lower than VIMCX's 0.95% expense ratio.
Return for Risk
SAVYX vs. VIMCX — Risk / Return Rank
SAVYX
VIMCX
SAVYX vs. VIMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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.
| SAVYX | VIMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.01 | +1.09 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.17 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.02 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 0.07 | +1.70 |
Martin ratioReturn relative to average drawdown | 5.82 | 0.20 | +5.62 |
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
| SAVYX | VIMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.01 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.18 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.56 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.71 | +0.56 |
Correlation
The correlation between SAVYX and VIMCX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SAVYX vs. VIMCX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.60%, which matches VIMCX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.60% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.59% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Drawdowns
SAVYX vs. VIMCX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, smaller than the maximum VIMCX drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for SAVYX and VIMCX.
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Drawdown Indicators
| SAVYX | VIMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -33.92% | +17.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -12.25% | +9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -28.42% | +11.96% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -33.92% | +17.46% |
Current DrawdownCurrent decline from peak | -2.21% | -10.15% | +7.94% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -4.87% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 4.27% | -3.43% |
Volatility
SAVYX vs. VIMCX - Volatility Comparison
The current volatility for Virtus Newfleet Core Plus Bond Fund (SAVYX) is 1.42%, while Virtus KAR Mid-Cap Core Fund (VIMCX) has a volatility of 5.95%. This indicates that SAVYX experiences smaller price fluctuations and is considered to be less risky than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAVYX | VIMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 5.95% | -4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 11.72% | -9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 19.88% | -15.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 18.05% | -13.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.28% | 18.64% | -14.36% |