VKSIX vs. BRK-B
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 0.59, 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
Key characteristics
VKSIX:
-0.00
BRK-B:
1.64
VKSIX:
0.13
BRK-B:
2.29
VKSIX:
1.02
BRK-B:
1.33
VKSIX:
-0.00
BRK-B:
3.47
VKSIX:
-0.01
BRK-B:
8.96
VKSIX:
5.62%
BRK-B:
3.41%
VKSIX:
18.64%
BRK-B:
18.59%
VKSIX:
-35.59%
BRK-B:
-53.86%
VKSIX:
-15.12%
BRK-B:
-3.63%
Returns By Period
In the year-to-date period, VKSIX achieves a -7.93% return, which is significantly lower than BRK-B's 14.32% return.
VKSIX
-7.93%
-4.59%
-11.80%
1.34%
11.15%
N/A
BRK-B
14.32%
-1.99%
11.49%
27.93%
22.46%
13.86%
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Risk-Adjusted Performance
VKSIX vs. BRK-B — Risk-Adjusted Performance Rank
VKSIX
BRK-B
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.
Dividends
VKSIX vs. BRK-B - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.47%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.47% | 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.
Volatility
VKSIX vs. BRK-B - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 11.92% compared to Berkshire Hathaway Inc. (BRK-B) at 10.46%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.