VKSIX vs. AAPL
VKSIX (Virtus KAR Small-Mid Cap Core Fund) is Mid Cap Growth Equities fund managed by Virtus, while AAPL (Apple Inc) is a stock. Over the past 5 years, VKSIX returned -0.67%/yr vs 16.20%/yr for AAPL. Their 0.55 correlation means they have sometimes moved together and sometimes differently.
Performance
VKSIX vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.34% return, which is significantly lower than AAPL's 11.82% return.
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
AAPL
- 1D
- -1.78%
- 1M
- -1.69%
- 6M
- 12.58%
- YTD
- 11.82%
- 1Y
- 50.52%
- 3Y*
- 19.13%
- 5Y*
- 16.20%
- 10Y*
- 28.56%
- ALL TIME*
- 19.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAPL Apple Inc | $19.67B | $17.63B | $17.40B |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
AAPL Apple Inc | 11.82% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -6.90% |
Correlation
The correlation between VKSIX and AAPL is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.55 |
Over the past year, the correlation between VKSIX and AAPL has dropped to 0.30 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. AAPL — Risk / Return Rank
VKSIX
AAPL
VKSIX vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Apple Inc (AAPL). 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.
| VKSIX | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.36 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 3.68 | -4.39 |
| Martin ratioReturn relative to average drawdown | -1.32 | 8.70 | -10.01 |
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Drawdowns
VKSIX vs. AAPL - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for VKSIX and AAPL.
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Drawdown Indicators
| VKSIX | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -81.80% | +46.21% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -13.80% | -1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -33.36% | +13.07% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -33.36% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -15.65% | -10.78% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -29.52% | +20.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 5.83% | +2.61% |
Volatility
VKSIX vs. AAPL - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.88%, while Apple Inc (AAPL) has a volatility of 10.66%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 10.66% | -5.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 20.80% | -8.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 25.88% | -9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 28.04% | -8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 29.13% | -8.24% |
Dividends
VKSIX vs. AAPL - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, more than AAPL's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSIX and AAPL have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (10.66%) compared to VKSIX (4.88%). In terms of maximum drawdown, VKSIX dropped -35.59% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (1.97 vs -0.69), 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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