VKSFX vs. MISIX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and MISIX (Victory Trivalent International Small-Cap Fund Class I) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.30%/yr vs 18.19%/yr for MISIX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. VKSFX charges 0.94%/yr vs 0.97%/yr for MISIX.
Performance
VKSFX vs. MISIX - 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 MISIX's 9.21% 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%
MISIX
- 1D
- -0.55%
- 1M
- -1.50%
- 6M
- 2.12%
- YTD
- 9.21%
- 1Y
- 22.10%
- 3Y*
- 18.19%
- 5Y*
- 7.41%
- 10Y*
- 9.93%
- ALL TIME*
- 6.71%
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 |
VKSFX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 9.21% | 42.00% | 4.70% | 15.49% | -23.13% | -1.49% |
Correlation
The correlation between VKSFX and MISIX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.65 |
Over the past year, the correlation between VKSFX and MISIX has dropped to 0.43 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
VKSFX vs. MISIX — Risk / Return Rank
VKSFX
MISIX
VKSFX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.24 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.60 | -1.85 |
| Martin ratioReturn relative to average drawdown | -0.45 | 5.62 | -6.07 |
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Drawdowns
VKSFX vs. MISIX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for VKSFX and MISIX.
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Drawdown Indicators
| VKSFX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -67.61% | +42.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -13.84% | +2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -13.84% | -7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -37.69% | +12.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.82% | — |
Current DrawdownCurrent decline from peak | -9.60% | -5.24% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -16.76% | +6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 3.95% | +2.26% |
Volatility
VKSFX vs. MISIX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Value Fund (VKSFX) is 4.86%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 5.27%. This indicates that VKSFX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSFX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.27% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 14.89% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 17.04% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 18.15% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 17.74% | +0.30% |
VKSFX vs. MISIX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Dividends
VKSFX vs. MISIX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than MISIX's 5.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.54% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
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% | 0.00% | 0.00% |
Frequently Asked Questions
VKSFX and MISIX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MISIX has higher volatility (5.27%) compared to VKSFX (4.86%). In terms of maximum drawdown, VKSFX dropped -25.46% vs MISIX's -67.61%.
MISIX currently has the higher Sharpe Ratio (1.30 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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