VIMCX vs. QQQ

In the year-to-date period, VIMCX achieves a -0.82% return, which is significantly higher than QQQ's -4.41% return. Over the past 10 years, VIMCX has underperformed QQQ with an annualized return of 9.95%, while QQQ has yielded a comparatively higher 17.24% annualized return.

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VIMCX has a 0.95% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco QQQ (QQQ). 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.

The current VIMCX Sharpe Ratio is 0.09, which is lower than the QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of VIMCX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIMCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VIMCX and QQQ. For additional features, visit the drawdowns tool.

The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 6.80%, while Invesco QQQ (QQQ) has a volatility of 8.24%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.