VKSIX vs. ^GSPC
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and S&P 500 (^GSPC).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or ^GSPC.
Correlation
The correlation between VKSIX and ^GSPC is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VKSIX vs. ^GSPC - Performance Comparison
Key characteristics
VKSIX:
0.96
^GSPC:
1.98
VKSIX:
1.40
^GSPC:
2.64
VKSIX:
1.16
^GSPC:
1.36
VKSIX:
1.27
^GSPC:
3.00
VKSIX:
3.86
^GSPC:
12.30
VKSIX:
3.70%
^GSPC:
2.07%
VKSIX:
14.89%
^GSPC:
12.87%
VKSIX:
-35.59%
^GSPC:
-56.78%
VKSIX:
-3.71%
^GSPC:
-0.29%
Returns By Period
In the year-to-date period, VKSIX achieves a 4.88% return, which is significantly higher than ^GSPC's 3.73% return.
VKSIX
4.88%
2.70%
7.69%
15.58%
10.54%
N/A
^GSPC
3.73%
1.05%
11.76%
24.74%
13.51%
11.82%
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Risk-Adjusted Performance
VKSIX vs. ^GSPC — Risk-Adjusted Performance Rank
VKSIX
^GSPC
VKSIX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and S&P 500 (^GSPC). 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.
Drawdowns
VKSIX vs. ^GSPC - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VKSIX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. ^GSPC - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.38%, while S&P 500 (^GSPC) has a volatility of 4.02%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.