SIGVX vs. VKSIX
SIGVX (Virtus Seix U.S. Government Securities Ultra-Short Bond Fund) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - SIGVX is a Ultrashort Bond fund managed by Virtus, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, SIGVX returned 3.11%/yr vs -0.31%/yr for VKSIX. At a 0.08 correlation, their price movements are largely independent. SIGVX charges 0.41%/yr vs 1.02%/yr for VKSIX.
Performance
SIGVX vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, SIGVX achieves a 1.69% return, which is significantly higher than VKSIX's -4.29% return.
SIGVX
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.69%
- YTD
- 1.69%
- 1Y
- 4.47%
- 3Y*
- 4.95%
- 5Y*
- 3.11%
- 10Y*
- 2.26%
VKSIX
- 1D
- 0.43%
- 1M
- 1.81%
- 6M
- -9.22%
- YTD
- -4.29%
- 1Y
- -9.79%
- 3Y*
- 1.85%
- 5Y*
- -0.31%
- 10Y*
- —
SIGVX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SIGVX Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | 1.69% | 5.41% | 4.88% | 5.03% | -1.05% | -0.18% | 1.25% | 2.36% | 1.58% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.29% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Correlation
The correlation between SIGVX and VKSIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.08 |
Over the past year, SIGVX and VKSIX have become more correlated (0.29) than their long-term average of 0.08, meaning their price movements have been converging.
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Return for Risk
SIGVX vs. VKSIX — Risk / Return Rank
SIGVX
VKSIX
SIGVX vs. VKSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix U.S. Government Securities Ultra-Short Bond Fund (SIGVX) 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.
| SIGVX | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.58 | ||
| Sortino ratioReturn per unit of downside risk | +7.73 | ||
| Omega ratioGain probability vs. loss probability | 2.06 | 0.90 | +1.16 |
| Calmar ratioReturn relative to maximum drawdown | 8.94 | -0.65 | +9.59 |
| Martin ratioReturn relative to average drawdown | 41.43 | -1.21 | +42.64 |
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Drawdowns
SIGVX vs. VKSIX - Drawdown Comparison
The maximum SIGVX drawdown since its inception was -2.20%, smaller than the maximum VKSIX drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for SIGVX and VKSIX.
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Drawdown Indicators
| SIGVX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.20% | -35.59% | +33.39% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -16.70% | +16.20% |
Max Drawdown (3Y)Largest decline over 3 years | -0.50% | -20.29% | +19.79% |
Max Drawdown (5Y)Largest decline over 5 years | -2.20% | -32.49% | +30.29% |
Max Drawdown (10Y)Largest decline over 10 years | -2.20% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | -15.60% | +15.50% |
Average DrawdownAverage peak-to-trough decline | -0.20% | -8.97% | +8.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.11% | 8.91% | -8.80% |
Volatility
SIGVX vs. VKSIX - Volatility Comparison
The current volatility for Virtus Seix U.S. Government Securities Ultra-Short Bond Fund (SIGVX) is 0.41%, while Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a volatility of 5.04%. This indicates that SIGVX 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
| SIGVX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.41% | 5.04% | -4.63% |
Volatility (6M)Calculated over the trailing 6-month period | 1.11% | 12.10% | -10.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 15.97% | -14.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.39% | 19.25% | -17.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.12% | 20.92% | -19.80% |
SIGVX vs. VKSIX - Expense Ratio Comparison
SIGVX has a 0.41% expense ratio, which is lower than VKSIX's 1.02% expense ratio.
Dividends
SIGVX vs. VKSIX - Dividend Comparison
SIGVX's dividend yield for the trailing twelve months is around 4.38%, more than VKSIX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIGVX Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | 4.38% | 4.65% | 4.35% | 3.96% | 1.48% | 0.22% | 0.84% | 2.23% | 2.02% | 1.29% | 0.94% | 0.77% |
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
SIGVX and VKSIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (5.04%) compared to SIGVX (0.41%). In terms of maximum drawdown, SIGVX dropped -2.20% vs VKSIX's -35.59%.
SIGVX currently has the higher Sharpe Ratio (2.91 vs -0.68), 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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