VKSIX vs. AAPL

In the year-to-date period, VKSIX achieves a -2.56% return, which is significantly higher than AAPL's -20.63% return.

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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.

The current VKSIX Sharpe Ratio is 0.10, which is lower than the AAPL Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of VKSIX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VKSIX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.

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. For additional features, visit the drawdowns tool.