VIISX vs. JOHIX
Compare and contrast key facts about Virtus KAR International Small-Mid Cap Fund (VIISX) and JOHCM International Select Fund (JOHIX).
VIISX is managed by Virtus. It was launched on Sep 4, 2012. JOHIX is managed by JOHCM Funds. It was launched on Jul 28, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIISX or JOHIX.
Key characteristics
| VIISX | JOHIX | |
|---|---|---|
| YTD Return | 7.00% | 5.18% |
| 1Y Return | 21.87% | 18.42% |
| 3Y Return (Ann) | -6.45% | -5.22% |
| 5Y Return (Ann) | 4.16% | 4.35% |
| 10Y Return (Ann) | 7.05% | 4.89% |
| Sharpe Ratio | 1.82 | 1.29 |
| Sortino Ratio | 2.56 | 1.78 |
| Omega Ratio | 1.32 | 1.23 |
| Calmar Ratio | 0.66 | 0.61 |
| Martin Ratio | 8.27 | 4.60 |
| Ulcer Index | 2.78% | 3.93% |
| Daily Std Dev | 12.66% | 13.97% |
| Max Drawdown | -50.31% | -42.16% |
| Current Drawdown | -20.79% | -16.76% |
Correlation
The correlation between VIISX and JOHIX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIISX vs. JOHIX - Performance Comparison
In the year-to-date period, VIISX achieves a 7.00% return, which is significantly higher than JOHIX's 5.18% return. Over the past 10 years, VIISX has outperformed JOHIX with an annualized return of 7.05%, while JOHIX has yielded a comparatively lower 4.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIISX vs. JOHIX - Expense Ratio Comparison
VIISX has a 1.19% expense ratio, which is higher than JOHIX's 0.98% expense ratio.
Risk-Adjusted Performance
VIISX vs. JOHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund (VIISX) and JOHCM International Select Fund (JOHIX). 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.
Dividends
VIISX vs. JOHIX - Dividend Comparison
VIISX has not paid dividends to shareholders, while JOHIX's dividend yield for the trailing twelve months is around 1.80%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIISX Virtus KAR International Small-Mid Cap Fund | 0.00% | 0.00% | 0.00% | 2.35% | 0.95% | 1.99% | 0.72% | 0.86% | 2.75% | 1.37% | 3.64% | 1.28% |
JOHIX JOHCM International Select Fund | 1.80% | 1.90% | 1.67% | 0.99% | 0.35% | 0.95% | 1.51% | 1.18% | 0.71% | 0.37% | 0.74% | 0.36% |
Drawdowns
VIISX vs. JOHIX - Drawdown Comparison
The maximum VIISX drawdown since its inception was -50.31%, which is greater than JOHIX's maximum drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for VIISX and JOHIX. For additional features, visit the drawdowns tool.
Volatility
VIISX vs. JOHIX - Volatility Comparison
Virtus KAR International Small-Mid Cap Fund (VIISX) has a higher volatility of 3.41% compared to JOHCM International Select Fund (JOHIX) at 2.53%. This indicates that VIISX's price experiences larger fluctuations and is considered to be riskier than JOHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.