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 4.30%/yr vs 12.50%/yr for DDDIX. Their correlation of 0.81 means they have usually moved in the same direction. 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 1.89% return, which is significantly lower than DDDIX's 30.77% return.
VKSFX
- 1D
- -0.20%
- 1M
- -0.97%
- 6M
- -3.22%
- YTD
- 1.89%
- 1Y
- -1.88%
- 3Y*
- 4.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.94%
DDDIX
- 1D
- 1.83%
- 1M
- -1.94%
- 6M
- 27.77%
- YTD
- 30.77%
- 1Y
- 42.01%
- 3Y*
- 12.50%
- 5Y*
- 4.79%
- 10Y*
- 10.51%
- ALL TIME*
- 11.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DDDIX 13D Activist Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VKSFX vs. DDDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.89% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
DDDIX 13D Activist Fund | 30.77% | 3.05% | 1.67% | 10.86% | -17.53% | 0.76% |
Correlation
The correlation between VKSFX and DDDIX is 0.57, 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. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.81 |
Over the past year, the correlation between VKSFX and DDDIX has dropped to 0.57 - well below their long-term average of 0.81, 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 | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -2.93 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.33 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 3.68 | -3.92 |
| Martin ratioReturn relative to average drawdown | -0.45 | 11.73 | -12.18 |
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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 | -25.46% | -28.76% | +3.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.82% | — |
Current DrawdownCurrent decline from peak | -9.60% | -2.82% | -6.78% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -7.09% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 3.38% | +2.83% |
Volatility
VKSFX vs. DDDIX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Value Fund (VKSFX) is 4.86%, while 13D Activist Fund (DDDIX) has a volatility of 5.17%. 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 | 4.86% | 5.17% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 14.41% | -4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 20.43% | -5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 20.28% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 20.95% | -2.91% |
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 3.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 3.53% | 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 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDDIX has higher volatility (5.17%) compared to VKSFX (4.86%). In terms of maximum drawdown, VKSFX dropped -25.46% vs DDDIX's -43.82%.
DDDIX currently has the higher Sharpe Ratio (1.95 vs -0.19), 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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