VIISX vs. OANMX
Compare and contrast key facts about Virtus KAR International Small-Mid Cap Fund (VIISX) and Oakmark Fund Institutional Class (OANMX).
VIISX is managed by Virtus. It was launched on Sep 4, 2012. OANMX is managed by Oakmark. It was launched on Nov 30, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIISX or OANMX.
Key characteristics
| VIISX | OANMX | |
|---|---|---|
| YTD Return | 5.14% | 20.38% |
| 1Y Return | 19.38% | 36.18% |
| 3Y Return (Ann) | -6.83% | 10.39% |
| 5Y Return (Ann) | 3.75% | 17.03% |
| Sharpe Ratio | 1.51 | 2.72 |
| Sortino Ratio | 2.15 | 3.86 |
| Omega Ratio | 1.26 | 1.49 |
| Calmar Ratio | 0.55 | 5.29 |
| Martin Ratio | 6.78 | 14.75 |
| Ulcer Index | 2.85% | 2.44% |
| Daily Std Dev | 12.78% | 13.23% |
| Max Drawdown | -50.31% | -42.36% |
| Current Drawdown | -22.17% | -0.78% |
Correlation
The correlation between VIISX and OANMX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VIISX vs. OANMX - Performance Comparison
In the year-to-date period, VIISX achieves a 5.14% return, which is significantly lower than OANMX's 20.38% 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. OANMX - Expense Ratio Comparison
VIISX has a 1.19% expense ratio, which is higher than OANMX's 0.68% expense ratio.
Risk-Adjusted Performance
VIISX vs. OANMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund (VIISX) and Oakmark Fund Institutional Class (OANMX). 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. OANMX - Dividend Comparison
VIISX has not paid dividends to shareholders, while OANMX's dividend yield for the trailing twelve months is around 1.01%.
| 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% |
OANMX Oakmark Fund Institutional Class | 1.01% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIISX vs. OANMX - Drawdown Comparison
The maximum VIISX drawdown since its inception was -50.31%, which is greater than OANMX's maximum drawdown of -42.36%. Use the drawdown chart below to compare losses from any high point for VIISX and OANMX. For additional features, visit the drawdowns tool.
Volatility
VIISX vs. OANMX - Volatility Comparison
The current volatility for Virtus KAR International Small-Mid Cap Fund (VIISX) is 3.67%, while Oakmark Fund Institutional Class (OANMX) has a volatility of 4.93%. This indicates that VIISX experiences smaller price fluctuations and is considered to be less risky than OANMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.