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VKSIX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VKSIX vs. BRK-B

Last updated May 11, 2025

Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Berkshire Hathaway Inc. (BRK-B).

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 BRK-B.

Correlation

The correlation between VKSIX and BRK-B is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

VKSIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

VKSIX:

0.10

BRK-B:

1.31

Sortino Ratio

VKSIX:

0.33

BRK-B:

1.87

Omega Ratio

VKSIX:

1.04

BRK-B:

1.27

Calmar Ratio

VKSIX:

0.12

BRK-B:

3.01

Martin Ratio

VKSIX:

0.38

BRK-B:

7.59

Ulcer Index

VKSIX:

6.66%

BRK-B:

3.49%

Daily Std Dev

VKSIX:

19.14%

BRK-B:

19.71%

Max Drawdown

VKSIX:

-35.59%

BRK-B:

-53.86%

Current Drawdown

VKSIX:

-10.54%

BRK-B:

-4.83%

Returns By Period

In the year-to-date period, VKSIX achieves a -2.56% return, which is significantly lower than BRK-B's 13.34% return.

VKSIX

YTD

-2.56%

1M

7.33%

6M

-8.47%

1Y

1.38%

5Y*

10.26%

10Y*

N/A

BRK-B

YTD

13.34%

1M

-0.40%

6M

10.86%

1Y

24.68%

5Y*

24.17%

10Y*

13.58%

*Annualized

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Risk-Adjusted Performance

VKSIX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VKSIX
The Risk-Adjusted Performance Rank of VKSIX is 3131
Overall Rank
The Sharpe Ratio Rank of VKSIX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of VKSIX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of VKSIX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VKSIX is 3333
Calmar Ratio Rank
The Martin Ratio Rank of VKSIX is 3030
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VKSIX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Berkshire Hathaway Inc. (BRK-B). 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 BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of VKSIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

VKSIX vs. BRK-B - Dividend Comparison

VKSIX's dividend yield for the trailing twelve months is around 0.45%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021202020192018
VKSIX
Virtus KAR Small-Mid Cap Core Fund		0.45%0.43%0.00%0.00%1.13%0.01%0.00%1.47%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VKSIX vs. BRK-B - Drawdown Comparison

The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VKSIX and BRK-B. For additional features, visit the drawdowns tool.

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Volatility

VKSIX vs. BRK-B - Volatility Comparison

The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 6.49%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 7.81%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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