VKSIX vs. BFGIX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
VKSIX vs. BFGIX - Performance Comparison
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VKSIX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -8.94% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | -0.68% |
Returns By Period
In the year-to-date period, VKSIX achieves a -8.94% return, which is significantly lower than BFGIX's -7.21% return.
VKSIX
- 1D
- 0.11%
- 1M
- -10.60%
- YTD
- -8.94%
- 6M
- -13.34%
- 1Y
- -9.89%
- 3Y*
- 2.82%
- 5Y*
- -0.05%
- 10Y*
- —
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
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VKSIX vs. BFGIX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
VKSIX vs. BFGIX — Risk / Return Rank
VKSIX
BFGIX
VKSIX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| VKSIX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.51 | 1.08 | -1.59 |
Sortino ratioReturn per unit of downside risk | -0.64 | 1.92 | -2.56 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.25 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.65 | 1.84 | -2.50 |
Martin ratioReturn relative to average drawdown | -1.81 | 7.02 | -8.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VKSIX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | 1.08 | -1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.45 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.76 | -0.38 |
Correlation
The correlation between VKSIX and BFGIX is 0.76, 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.
Dividends
VKSIX vs. BFGIX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.38%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.38% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
VKSIX vs. BFGIX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum BFGIX drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for VKSIX and BFGIX.
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Drawdown Indicators
| VKSIX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -43.62% | +8.03% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -11.96% | -4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -35.71% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.62% | — |
Current DrawdownCurrent decline from peak | -19.70% | -9.66% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -7.89% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 3.14% | +2.90% |
Volatility
VKSIX vs. BFGIX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Baron Focused Growth Fund Institutional Shares (BFGIX) have volatilities of 4.21% and 4.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 4.23% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 15.65% | -4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 22.99% | -3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 22.58% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 23.95% | -2.90% |