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 0.39%/yr vs -0.67%/yr for VKSIX. Their 0.13 correlation means their historical movements had little consistent relationship. SAVYX charges 0.55%/yr vs 1.02%/yr for VKSIX.
Performance
SAVYX vs. VKSIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SAVYX achieves a -0.56% return, which is significantly higher than VKSIX's -4.34% return.
SAVYX
- 1D
- -0.30%
- 1M
- -1.57%
- 6M
- -0.78%
- YTD
- -0.56%
- 1Y
- 2.13%
- 3Y*
- 4.23%
- 5Y*
- 0.39%
- 10Y*
- 2.27%
- ALL TIME*
- 4.60%
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
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 |
SAVYX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.56% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | 0.60% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between SAVYX and VKSIX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.13 |
Over the past year, SAVYX and VKSIX have become more correlated (0.39) than their long-term average of 0.13, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | +1.48 | ||
| Sortino ratioReturn per unit of downside risk | +2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.90 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | -0.71 | +1.69 |
| Martin ratioReturn relative to average drawdown | 2.76 | -1.32 | +4.08 |
Loading charts...
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.
Loading charts...
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% | -15.71% | +12.93% |
Max Drawdown (3Y)Largest decline over 3 years | -4.93% | -20.29% | +15.36% |
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 | -2.28% | -15.65% | +13.37% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -9.01% | +7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 8.44% | -7.45% |
Volatility
SAVYX vs. VKSIX - Volatility Comparison
The current volatility for Virtus Newfleet Core Plus Bond Fund (SAVYX) is 0.85%, while Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a volatility of 4.88%. 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.
Loading charts...
Volatility by Period
| SAVYX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 4.88% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 12.18% | -9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 16.22% | -12.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 19.28% | -14.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 20.89% | -16.58% |
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 4.59%, more than VKSIX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.59% | 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 | 0.36% | 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 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.88%) compared to SAVYX (0.85%). In terms of maximum drawdown, SAVYX dropped -16.46% vs VKSIX's -35.59%.
SAVYX currently has the higher Sharpe Ratio (0.79 vs -0.69), 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.
Find the right allocation for SAVYX and VKSIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer