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VIISX vs. JOHIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.7

Performance

VIISX vs. JOHIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR International Small-Mid Cap Fund (VIISX) and JOHCM International Select Fund (JOHIX). The values are adjusted to include any dividend payments, if applicable.

80.00%90.00%100.00%110.00%120.00%130.00%140.00%NovemberDecember2025FebruaryMarchApril
142.33%
106.73%
VIISX
JOHIX

Key characteristics

Sharpe Ratio

VIISX:

1.24

JOHIX:

-0.02

Sortino Ratio

VIISX:

1.76

JOHIX:

0.11

Omega Ratio

VIISX:

1.24

JOHIX:

1.01

Calmar Ratio

VIISX:

0.55

JOHIX:

-0.01

Martin Ratio

VIISX:

4.43

JOHIX:

-0.06

Ulcer Index

VIISX:

4.24%

JOHIX:

5.99%

Daily Std Dev

VIISX:

15.19%

JOHIX:

19.46%

Max Drawdown

VIISX:

-53.26%

JOHIX:

-46.96%

Current Drawdown

VIISX:

-21.21%

JOHIX:

-26.71%

Returns By Period

In the year-to-date period, VIISX achieves a 8.73% return, which is significantly higher than JOHIX's 0.88% return. Over the past 10 years, VIISX has outperformed JOHIX with an annualized return of 6.20%, while JOHIX has yielded a comparatively lower 1.91% annualized return.


VIISX

YTD

8.73%

1M

-0.29%

6M

0.89%

1Y

19.21%

5Y*

7.42%

10Y*

6.20%

JOHIX

YTD

0.88%

1M

-5.03%

6M

-5.95%

1Y

1.91%

5Y*

2.62%

10Y*

1.91%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VIISX vs. JOHIX - Expense Ratio Comparison

VIISX has a 1.19% expense ratio, which is higher than JOHIX's 0.98% expense ratio.


VIISX
Virtus KAR International Small-Mid Cap Fund
Expense ratio chart for VIISX: current value is 1.19%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIISX: 1.19%
Expense ratio chart for JOHIX: current value is 0.98%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
JOHIX: 0.98%

Risk-Adjusted Performance

VIISX vs. JOHIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIISX
The Risk-Adjusted Performance Rank of VIISX is 8181
Overall Rank
The Sharpe Ratio Rank of VIISX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of VIISX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of VIISX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VIISX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of VIISX is 8383
Martin Ratio Rank

JOHIX
The Risk-Adjusted Performance Rank of JOHIX is 2929
Overall Rank
The Sharpe Ratio Rank of JOHIX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of JOHIX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of JOHIX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of JOHIX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of JOHIX is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for VIISX, currently valued at 1.24, compared to the broader market-1.000.001.002.003.00
VIISX: 1.24
JOHIX: -0.02
The chart of Sortino ratio for VIISX, currently valued at 1.76, compared to the broader market-2.000.002.004.006.008.00
VIISX: 1.76
JOHIX: 0.11
The chart of Omega ratio for VIISX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.00
VIISX: 1.24
JOHIX: 1.01
The chart of Calmar ratio for VIISX, currently valued at 0.55, compared to the broader market0.002.004.006.008.0010.00
VIISX: 0.55
JOHIX: -0.01
The chart of Martin ratio for VIISX, currently valued at 4.43, compared to the broader market0.0010.0020.0030.0040.0050.00
VIISX: 4.43
JOHIX: -0.06

The current VIISX Sharpe Ratio is 1.24, which is higher than the JOHIX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of VIISX and JOHIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.24
-0.02
VIISX
JOHIX

Dividends

VIISX vs. JOHIX - Dividend Comparison

VIISX's dividend yield for the trailing twelve months is around 1.78%, more than JOHIX's 1.69% yield.


TTM20242023202220212020201920182017201620152014
VIISX
Virtus KAR International Small-Mid Cap Fund
1.78%1.94%0.00%0.00%2.34%0.95%1.99%0.72%0.86%2.75%1.37%3.64%
JOHIX
JOHCM International Select Fund
1.69%1.71%1.90%1.67%0.99%0.35%0.95%1.51%1.18%0.71%0.37%0.74%

Drawdowns

VIISX vs. JOHIX - Drawdown Comparison

The maximum VIISX drawdown since its inception was -53.26%, which is greater than JOHIX's maximum drawdown of -46.96%. Use the drawdown chart below to compare losses from any high point for VIISX and JOHIX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%NovemberDecember2025FebruaryMarchApril
-21.21%
-26.71%
VIISX
JOHIX

Volatility

VIISX vs. JOHIX - Volatility Comparison

The current volatility for Virtus KAR International Small-Mid Cap Fund (VIISX) is 8.90%, while JOHCM International Select Fund (JOHIX) has a volatility of 11.72%. This indicates that VIISX experiences smaller price fluctuations and is considered to be less risky than JOHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
8.90%
11.72%
VIISX
JOHIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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