SAVYX vs. VKSIX
SAVYX (Virtus Newfleet Core Plus Bond Fund) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - SAVYX is a Intermediate Core-Plus Bond fund managed by Virtus, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, SAVYX returned 0.87%/yr vs -0.67%/yr for VKSIX. At a 0.12 correlation, their price movements are largely independent. SAVYX charges 0.55%/yr vs 1.02%/yr for VKSIX.
Performance
SAVYX vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, SAVYX achieves a 0.62% return, which is significantly higher than VKSIX's -8.01% return.
SAVYX
- 1D
- 0.10%
- 1M
- 0.80%
- YTD
- 0.62%
- 6M
- 0.86%
- 1Y
- 4.82%
- 3Y*
- 4.64%
- 5Y*
- 0.87%
- 10Y*
- 2.58%
VKSIX
- 1D
- -0.67%
- 1M
- -2.04%
- YTD
- -8.01%
- 6M
- -9.74%
- 1Y
- -11.58%
- 3Y*
- 2.34%
- 5Y*
- -0.67%
- 10Y*
- —
SAVYX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 0.62% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | 0.60% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -8.01% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between SAVYX and VKSIX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.12 |
Over the past year, SAVYX and VKSIX have become more correlated (0.37) than their long-term average of 0.12, meaning their price movements have been converging.
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Return for Risk
SAVYX vs. VKSIX — Risk / Return Rank
SAVYX
VKSIX
SAVYX vs. VKSIX - 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 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.
| SAVYX | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.13 | ||
| Sortino ratioReturn per unit of downside risk | +3.12 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.90 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | -0.66 | +2.51 |
| Martin ratioReturn relative to average drawdown | 5.72 | -1.29 | +7.02 |
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Drawdowns
SAVYX vs. VKSIX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, smaller than the maximum VKSIX drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for SAVYX and VKSIX.
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Drawdown Indicators
| SAVYX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -35.59% | +19.13% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -16.70% | +13.92% |
Max Drawdown (3Y)Largest decline over 3 years | -5.79% | -20.29% | +14.50% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -32.49% | +16.03% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | — | — |
Current DrawdownCurrent decline from peak | -1.12% | -18.88% | +17.76% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -8.93% | +7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 8.47% | -7.57% |
Volatility
SAVYX vs. VKSIX - Volatility Comparison
The current volatility for Virtus Newfleet Core Plus Bond Fund (SAVYX) is 1.07%, while Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a volatility of 4.40%. This indicates that SAVYX experiences smaller price fluctuations and is considered to be less risky than VKSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAVYX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 4.40% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 12.13% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 15.82% | -12.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 19.23% | -14.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 20.95% | -16.64% |
SAVYX vs. VKSIX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is lower than VKSIX's 1.02% expense ratio.
Dividends
SAVYX vs. VKSIX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.94%, more than VKSIX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.94% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.37% | 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
SAVYX and VKSIX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.40%) compared to SAVYX (1.07%). In terms of maximum drawdown, SAVYX dropped -16.46% vs VKSIX's -35.59%.
SAVYX currently has the higher Sharpe Ratio (1.44 vs -0.70), 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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