VISAX vs. WISIX
VISAX (Virtus KAR International Small-Mid Cap Fund Class A) and WISIX (William Blair International Small Cap Growth Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, VISAX returned 7.60%/yr vs 5.25%/yr for WISIX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. VISAX charges 1.44%/yr vs 1.23%/yr for WISIX.
Performance
VISAX vs. WISIX - Performance Comparison
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Returns By Period
In the year-to-date period, VISAX achieves a 3.53% return, which is significantly lower than WISIX's 5.19% return. Over the past 10 years, VISAX has outperformed WISIX with an annualized return of 7.60%, while WISIX has yielded a comparatively lower 5.25% annualized return.
VISAX
- 1D
- 1.59%
- 1M
- 1.39%
- 6M
- -0.05%
- YTD
- 3.53%
- 1Y
- 0.01%
- 3Y*
- 8.27%
- 5Y*
- -1.19%
- 10Y*
- 7.60%
- ALL TIME*
- 8.06%
WISIX
- 1D
- 2.57%
- 1M
- -5.74%
- 6M
- 2.85%
- YTD
- 5.19%
- 1Y
- 4.88%
- 3Y*
- 8.11%
- 5Y*
- -1.82%
- 10Y*
- 5.25%
- ALL TIME*
- 6.03%
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 |
VISAX vs. WISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 3.53% | 13.92% | 3.87% | 21.99% | -34.52% | 5.48% | 24.02% | 27.25% | -7.04% | 28.20% |
WISIX William Blair International Small Cap Growth Fund | 5.19% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
Correlation
The correlation between VISAX and WISIX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.78 |
The correlation between VISAX and WISIX has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
VISAX vs. WISIX — Risk / Return Rank
VISAX
WISIX
VISAX vs. WISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund Class A (VISAX) and William Blair International Small Cap Growth Fund (WISIX). 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.
| VISAX | WISIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.07 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 0.46 | -0.52 |
| Martin ratioReturn relative to average drawdown | -0.14 | 1.18 | -1.31 |
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Drawdowns
VISAX vs. WISIX - Drawdown Comparison
The maximum VISAX drawdown since its inception was -50.44%, smaller than the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for VISAX and WISIX.
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Drawdown Indicators
| VISAX | WISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.44% | -64.84% | +14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -10.66% | -2.92% |
Max Drawdown (3Y)Largest decline over 3 years | -15.06% | -14.49% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -50.44% | -47.76% | -2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -50.44% | -47.76% | -2.68% |
Current DrawdownCurrent decline from peak | -9.89% | -15.68% | +5.79% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -16.53% | +5.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.65% | 4.17% | +1.48% |
Volatility
VISAX vs. WISIX - Volatility Comparison
The current volatility for Virtus KAR International Small-Mid Cap Fund Class A (VISAX) is 3.74%, while William Blair International Small Cap Growth Fund (WISIX) has a volatility of 6.07%. This indicates that VISAX experiences smaller price fluctuations and is considered to be less risky than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISAX | WISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 6.07% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 14.04% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 15.91% | -2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 17.63% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 17.25% | -1.85% |
VISAX vs. WISIX - Expense Ratio Comparison
VISAX has a 1.44% expense ratio, which is higher than WISIX's 1.23% expense ratio.
Dividends
VISAX vs. WISIX - Dividend Comparison
VISAX's dividend yield for the trailing twelve months is around 3.19%, more than WISIX's 0.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 3.19% | 3.30% | 1.78% | 0.00% | 0.00% | 8.03% | 0.90% | 1.75% | 1.12% | 1.68% | 2.54% | 3.17% |
WISIX William Blair International Small Cap Growth Fund | 0.58% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
Frequently Asked Questions
VISAX and WISIX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WISIX has higher volatility (6.07%) compared to VISAX (3.74%). In terms of maximum drawdown, VISAX dropped -50.44% vs WISIX's -64.84%.
WISIX currently has the higher Sharpe Ratio (0.31 vs -0.06), 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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