VKSIX vs. MGOYX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and MGOYX (Victory Munder Mid-Cap Core Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 7.66%/yr for MGOYX. Their correlation of 0.89 means they have usually moved in the same direction. VKSIX charges 1.02%/yr vs 0.98%/yr for MGOYX.
Performance
VKSIX vs. MGOYX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.34% return, which is significantly lower than MGOYX's 21.00% return.
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
MGOYX
- 1D
- -0.41%
- 1M
- 0.41%
- 6M
- 14.42%
- YTD
- 21.00%
- 1Y
- 26.53%
- 3Y*
- 15.91%
- 5Y*
- 7.66%
- 10Y*
- 11.11%
- ALL TIME*
- 10.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. MGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
MGOYX Victory Munder Mid-Cap Core Growth Fund | 21.00% | 12.03% | 10.93% | 14.82% | -21.31% | 25.97% | 20.61% | 26.22% | -16.25% |
Correlation
The correlation between VKSIX and MGOYX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.89 |
Over the past year, the correlation between VKSIX and MGOYX has dropped to 0.63 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. MGOYX — Risk / Return Rank
VKSIX
MGOYX
VKSIX vs. MGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Victory Munder Mid-Cap Core Growth Fund (MGOYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSIX | MGOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.30 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 3.20 | -3.91 |
| Martin ratioReturn relative to average drawdown | -1.32 | 11.95 | -13.27 |
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Drawdowns
VKSIX vs. MGOYX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum MGOYX drawdown of -57.23%. Use the drawdown chart below to compare losses from any high point for VKSIX and MGOYX.
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Drawdown Indicators
| VKSIX | MGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -57.23% | +21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -7.81% | -7.90% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -26.05% | +5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -40.49% | +8.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.49% | — |
Current DrawdownCurrent decline from peak | -15.65% | -1.49% | -14.16% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -10.90% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 2.09% | +6.35% |
Volatility
VKSIX vs. MGOYX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.88% compared to Victory Munder Mid-Cap Core Growth Fund (MGOYX) at 3.62%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than MGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | MGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 3.62% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 12.02% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 14.91% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 25.10% | -5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 23.23% | -2.34% |
VKSIX vs. MGOYX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than MGOYX's 0.98% expense ratio.
Dividends
VKSIX vs. MGOYX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than MGOYX's 12.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 12.71% | 15.37% | 15.72% | 4.54% | 12.23% | 25.13% | 18.63% | 60.72% | 49.01% | 19.34% | 12.76% | 10.52% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSIX and MGOYX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.88%) compared to MGOYX (3.62%). In terms of maximum drawdown, VKSIX dropped -35.59% vs MGOYX's -57.23%.
MGOYX currently has the higher Sharpe Ratio (1.68 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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