VIMCX vs. USNQX

In the year-to-date period, VIMCX achieves a 0.74% return, which is significantly lower than USNQX's 1.70% return. Over the past 10 years, VIMCX has underperformed USNQX with an annualized return of 10.90%, while USNQX has yielded a comparatively higher 17.40% annualized return.

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VIMCX has a 0.95% expense ratio, which is higher than USNQX's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and USAA Nasdaq 100 Index Fund (USNQX). 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 0.27, which is lower than the USNQX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VIMCX and USNQX, 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 USNQX's dividend yield for the trailing twelve months is around 2.15%.

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for VIMCX and USNQX.

Virtus KAR Mid-Cap Core Fund (VIMCX) and USAA Nasdaq 100 Index Fund (USNQX) have volatilities of 5.75% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.