VGI vs. VKSIX
VGI (Virtus Global Multi-Sector Income Fund) and VKSIX (Virtus KAR Small-Mid Cap Core Fund) are both mutual funds - VGI is a Multisector Bonds fund managed by Virtus, while VKSIX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 5 years, VGI returned 2.09%/yr vs -0.67%/yr for VKSIX. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
VGI vs. VKSIX - Performance Comparison
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Returns By Period
In the year-to-date period, VGI achieves a -0.46% return, which is significantly higher than VKSIX's -4.34% return.
VGI
- 1D
- 0.14%
- 1M
- -2.03%
- 6M
- -1.90%
- YTD
- -0.46%
- 1Y
- 4.17%
- 3Y*
- 10.93%
- 5Y*
- 2.09%
- 10Y*
- 4.14%
- ALL TIME*
- 4.62%
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) |
|---|---|---|---|
| $238.22K | $295.96K | $264.93K | |
| $0.00 | $0.00 | $0.00 |
VGI vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | -0.46% | 16.14% | 10.43% | 14.58% | -21.70% | 1.40% | 9.81% | 27.29% | -21.23% |
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 VGI and VKSIX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.39 |
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Return for Risk
VGI vs. VKSIX — Risk / Return Rank
VGI
VKSIX
VGI vs. VKSIX - 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-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.
| VGI | VKSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.90 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | -0.71 | +1.22 |
| Martin ratioReturn relative to average drawdown | 1.64 | -1.32 | +2.95 |
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Drawdowns
VGI vs. VKSIX - Drawdown Comparison
The maximum VGI drawdown since its inception was -48.08%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for VGI and VKSIX.
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Drawdown Indicators
| VGI | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -35.59% | -12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -15.71% | +7.50% |
Max Drawdown (3Y)Largest decline over 3 years | -12.34% | -20.29% | +7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -32.95% | -32.49% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | — | — |
Current DrawdownCurrent decline from peak | -3.80% | -15.65% | +11.85% |
Average DrawdownAverage peak-to-trough decline | -10.34% | -9.01% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 8.44% | -5.89% |
Volatility
VGI vs. VKSIX - Volatility Comparison
The current volatility for Virtus Global Multi-Sector Income Fund (VGI) is 1.78%, while Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a volatility of 4.88%. This indicates that VGI 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
| VGI | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 4.88% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.58% | 12.18% | -5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.88% | 16.22% | -8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 19.28% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 20.89% | -4.18% |
Dividends
VGI vs. VKSIX - Dividend Comparison
VGI's dividend yield for the trailing twelve months is around 13.24%, more than VKSIX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | 13.24% | 12.24% | 12.57% | 12.26% | 13.42% | 10.22% | 11.81% | 12.10% | 15.00% | 10.70% | 12.21% | 15.60% |
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
VGI and VKSIX have a correlation of 0.34, 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 VGI (1.78%). In terms of maximum drawdown, VGI dropped -48.08% vs VKSIX's -35.59%.
VGI currently has the higher Sharpe Ratio (0.53 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.
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