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.
Key characteristics
| VKSIX | BRK-B | |
|---|---|---|
| YTD Return | 15.62% | 29.93% |
| 1Y Return | 34.47% | 33.09% |
| 3Y Return (Ann) | 2.25% | 17.46% |
| 5Y Return (Ann) | 12.34% | 15.96% |
| Sharpe Ratio | 2.16 | 2.35 |
| Sortino Ratio | 3.01 | 3.28 |
| Omega Ratio | 1.36 | 1.42 |
| Calmar Ratio | 1.53 | 4.46 |
| Martin Ratio | 10.88 | 11.72 |
| Ulcer Index | 3.05% | 2.88% |
| Daily Std Dev | 15.31% | 14.37% |
| Max Drawdown | -35.59% | -53.86% |
| Current Drawdown | 0.00% | -3.17% |
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
In the year-to-date period, VKSIX achieves a 15.62% return, which is significantly lower than BRK-B's 29.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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
Neither VKSIX nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% |
BRK-B Berkshire Hathaway Inc. | 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
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.84%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. 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.