VKSFX vs. DDDIX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and DDDIX (13D Activist Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.84%/yr vs 13.24%/yr for DDDIX. Their correlation of 0.82 suggests significant overlap in exposure. VKSFX charges 0.94%/yr vs 1.51%/yr for DDDIX.
Performance
VKSFX vs. DDDIX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSFX achieves a 1.69% return, which is significantly lower than DDDIX's 31.49% return.
VKSFX
- 1D
- 0.10%
- 1M
- 2.00%
- 6M
- -3.41%
- YTD
- 1.69%
- 1Y
- -2.17%
- 3Y*
- 4.84%
- 5Y*
- —
- 10Y*
- —
DDDIX
- 1D
- -0.83%
- 1M
- 3.44%
- 6M
- 23.16%
- YTD
- 31.49%
- 1Y
- 40.00%
- 3Y*
- 13.24%
- 5Y*
- 5.39%
- 10Y*
- 10.70%
VKSFX vs. DDDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.69% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
DDDIX 13D Activist Fund | 31.49% | 3.05% | 1.67% | 10.86% | -17.53% | 0.76% |
Correlation
The correlation between VKSFX and DDDIX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.82 |
Over the past year, the correlation between VKSFX and DDDIX has dropped to 0.61 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
VKSFX vs. DDDIX — Risk / Return Rank
VKSFX
DDDIX
VKSFX vs. DDDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and 13D Activist Fund (DDDIX). 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.
| VKSFX | DDDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.16 | ||
| Sortino ratioReturn per unit of downside risk | -2.94 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.34 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 3.74 | -3.95 |
| Martin ratioReturn relative to average drawdown | -0.39 | 12.05 | -12.44 |
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Drawdowns
VKSFX vs. DDDIX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum DDDIX drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for VKSFX and DDDIX.
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Drawdown Indicators
| VKSFX | DDDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -43.82% | +18.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -10.82% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -28.76% | +7.92% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.82% | — |
Current DrawdownCurrent decline from peak | -9.78% | -2.28% | -7.50% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -7.11% | -3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.08% | 3.35% | +2.73% |
Volatility
VKSFX vs. DDDIX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Value Fund (VKSFX) is 3.71%, while 13D Activist Fund (DDDIX) has a volatility of 5.29%. This indicates that VKSFX experiences smaller price fluctuations and is considered to be less risky than DDDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSFX | DDDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 5.29% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 14.42% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 20.29% | -5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 20.26% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 20.93% | -2.88% |
VKSFX vs. DDDIX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than DDDIX's 1.51% expense ratio.
Dividends
VKSFX vs. DDDIX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than DDDIX's 3.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 3.51% | 4.62% | 5.16% | 3.89% | 9.39% | 9.30% | 6.98% | 6.88% | 5.33% | 1.69% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSFX and DDDIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDDIX has higher volatility (5.29%) compared to VKSFX (3.71%). In terms of maximum drawdown, VKSFX dropped -25.46% vs DDDIX's -43.82%.
DDDIX currently has the higher Sharpe Ratio (2.00 vs -0.16), 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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