VGI vs. VIMCX
Compare and contrast key facts about Virtus Global Multi-Sector Income Fund (VGI) and Virtus KAR Mid-Cap Core Fund (VIMCX).
VGI is managed by Virtus. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Performance
VGI vs. VIMCX - Performance Comparison
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VGI vs. VIMCX - 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% |
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, VGI achieves a -2.66% return, which is significantly higher than VIMCX's -3.88% return. Over the past 10 years, VGI has underperformed VIMCX with an annualized return of 5.60%, while VIMCX has yielded a comparatively higher 10.40% 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%
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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VGI vs. VIMCX - Expense Ratio Comparison
Return for Risk
VGI vs. VIMCX — Risk / Return Rank
VGI
VIMCX
VGI vs. VIMCX - 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 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.
| VGI | VIMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.01 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.17 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.07 | +0.93 |
Martin ratioReturn relative to average drawdown | 3.72 | 0.20 | +3.53 |
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
| VGI | VIMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.01 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.18 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.56 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.71 | -0.41 |
Correlation
The correlation between VGI and VIMCX is 0.34, 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. VIMCX - Dividend Comparison
VGI's dividend yield for the trailing twelve months is around 12.97%, more than VIMCX's 4.59% 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% |
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
VGI vs. VIMCX - Drawdown Comparison
The maximum VGI drawdown since its inception was -48.08%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for VGI and VIMCX.
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Drawdown Indicators
| VGI | VIMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -33.92% | -14.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -12.25% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -28.42% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -33.92% | -14.16% |
Current DrawdownCurrent decline from peak | -5.93% | -10.15% | +4.22% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -4.87% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 4.27% | -2.06% |
Volatility
VGI vs. VIMCX - Volatility Comparison
The current volatility for Virtus Global Multi-Sector Income Fund (VGI) is 4.28%, while Virtus KAR Mid-Cap Core Fund (VIMCX) has a volatility of 5.95%. This indicates that VGI 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
| VGI | VIMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 5.95% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 11.72% | -5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 19.88% | -9.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.97% | 18.05% | -7.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 18.64% | -1.92% |