VGI vs. PKSFX
Compare and contrast key facts about Virtus Global Multi-Sector Income Fund (VGI) and Virtus KAR Small-Cap Core Fund (PKSFX).
VGI is managed by Virtus. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
VGI vs. PKSFX - Performance Comparison
Loading graphics...
VGI vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | -2.66% | 16.14% | 10.43% | 14.58% | -21.70% | 1.40% | 9.81% | 27.29% | -28.73% | 27.46% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, VGI achieves a -2.66% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, VGI has underperformed PKSFX with an annualized return of 5.60%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
VGI
- 1D
- 0.27%
- 1M
- -4.97%
- YTD
- -2.66%
- 6M
- -1.28%
- 1Y
- 7.42%
- 3Y*
- 11.56%
- 5Y*
- 2.24%
- 10Y*
- 5.60%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGI vs. PKSFX - Expense Ratio Comparison
Return for Risk
VGI vs. PKSFX — Risk / Return Rank
VGI
PKSFX
VGI vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Multi-Sector Income Fund (VGI) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| VGI | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.23 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.48 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.42 | +0.58 |
Martin ratioReturn relative to average drawdown | 3.72 | 0.95 | +2.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGI | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.23 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.44 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.80 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.56 | -0.26 |
Correlation
The correlation between VGI and PKSFX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VGI vs. PKSFX - Dividend Comparison
VGI's dividend yield for the trailing twelve months is around 12.97%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | 12.97% | 12.24% | 12.57% | 12.26% | 13.42% | 10.22% | 11.81% | 12.10% | 15.00% | 10.70% | 12.21% | 15.60% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
VGI vs. PKSFX - Drawdown Comparison
The maximum VGI drawdown since its inception was -48.08%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for VGI and PKSFX.
Loading graphics...
Drawdown Indicators
| VGI | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -54.46% | +6.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -11.21% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -22.02% | -11.77% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -33.45% | -14.63% |
Current DrawdownCurrent decline from peak | -5.93% | -9.42% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -7.17% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 4.96% | -2.75% |
Volatility
VGI vs. PKSFX - Volatility Comparison
The current volatility for Virtus Global Multi-Sector Income Fund (VGI) is 4.28%, while Virtus KAR Small-Cap Core Fund (PKSFX) has a volatility of 4.62%. This indicates that VGI experiences smaller price fluctuations and is considered to be less risky than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGI | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.62% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 11.11% | -5.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 18.95% | -9.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.97% | 17.90% | -6.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 18.79% | -2.07% |