VIMCX vs. PSFIX
VIMCX (Virtus KAR Mid-Cap Core Fund) and PSFIX (Virtus Newfleet Senior Floating Rate Fund) are both mutual funds - VIMCX is a Mid Cap Growth Equities fund managed by Virtus, while PSFIX is a Bank Loan fund managed by Virtus. Over the past 10 years, VIMCX returned 10.70%/yr vs 4.38%/yr for PSFIX. Their 0.24 correlation means their historical movements had little consistent relationship. VIMCX charges 0.95%/yr vs 0.69%/yr for PSFIX.
Performance
VIMCX vs. PSFIX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMCX achieves a 0.96% return, which is significantly lower than PSFIX's 1.66% return. Over the past 10 years, VIMCX has outperformed PSFIX with an annualized return of 10.70%, while PSFIX has yielded a comparatively lower 4.38% annualized return.
VIMCX
- 1D
- 0.26%
- 1M
- -0.48%
- 6M
- -3.46%
- YTD
- 0.96%
- 1Y
- 0.27%
- 3Y*
- 4.58%
- 5Y*
- 2.15%
- 10Y*
- 10.70%
- ALL TIME*
- 12.49%
PSFIX
- 1D
- 0.00%
- 1M
- 0.12%
- 6M
- 1.70%
- YTD
- 1.66%
- 1Y
- 3.72%
- 3Y*
- 6.31%
- 5Y*
- 5.21%
- 10Y*
- 4.38%
- ALL TIME*
- 6.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIMCX vs. PSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.96% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
PSFIX Virtus Newfleet Senior Floating Rate Fund | 1.66% | 5.11% | 7.59% | 10.67% | -0.21% | 4.51% | 0.94% | 8.29% | -0.95% | 3.11% |
Correlation
The correlation between VIMCX and PSFIX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | 0.24 |
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Return for Risk
VIMCX vs. PSFIX — Risk / Return Rank
VIMCX
PSFIX
VIMCX vs. PSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Newfleet Senior Floating Rate Fund (PSFIX). 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.
| VIMCX | PSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.55 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 4.08 | -4.11 |
| Martin ratioReturn relative to average drawdown | -0.05 | 13.08 | -13.14 |
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Drawdowns
VIMCX vs. PSFIX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, which is greater than PSFIX's maximum drawdown of -22.76%. Use the drawdown chart below to compare losses from any high point for VIMCX and PSFIX.
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Drawdown Indicators
| VIMCX | PSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -22.76% | -11.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -0.88% | -11.26% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -2.62% | -17.70% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -5.78% | -22.64% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -22.76% | -11.16% |
Current DrawdownCurrent decline from peak | -5.63% | -0.12% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -0.85% | -4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 0.28% | +4.58% |
Volatility
VIMCX vs. PSFIX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 3.84% compared to Virtus Newfleet Senior Floating Rate Fund (PSFIX) at 0.27%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than PSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | PSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 0.27% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 1.63% | +10.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 2.29% | +14.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 2.83% | +15.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 4.16% | +14.50% |
VIMCX vs. PSFIX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than PSFIX's 0.69% expense ratio.
Dividends
VIMCX vs. PSFIX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.37%, less than PSFIX's 6.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSFIX Virtus Newfleet Senior Floating Rate Fund | 6.05% | 7.22% | 7.77% | 7.48% | 4.85% | 2.84% | 3.98% | 5.29% | 5.07% | 4.03% | 3.95% | 4.40% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.37% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Frequently Asked Questions
VIMCX and PSFIX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIMCX has higher volatility (3.84%) compared to PSFIX (0.27%). In terms of maximum drawdown, VIMCX dropped -33.92% vs PSFIX's -22.76%.
PSFIX currently has the higher Sharpe Ratio (1.63 vs -0.02), 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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