VKSIX vs. NEEGX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and NEEGX (Needham Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 8.99%/yr for NEEGX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. VKSIX charges 1.02%/yr vs 1.78%/yr for NEEGX.
Performance
VKSIX vs. NEEGX - 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 NEEGX's 35.60% 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%
NEEGX
- 1D
- 0.82%
- 1M
- -9.28%
- 6M
- 16.86%
- YTD
- 35.60%
- 1Y
- 52.57%
- 3Y*
- 17.29%
- 5Y*
- 8.99%
- 10Y*
- 14.25%
- ALL TIME*
- 12.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
NEEGX Needham Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. NEEGX - 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% |
NEEGX Needham Growth Fund | 35.60% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -13.41% |
Correlation
The correlation between VKSIX and NEEGX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.77 |
Over the past year, the correlation between VKSIX and NEEGX has dropped to 0.43 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. NEEGX — Risk / Return Rank
VKSIX
NEEGX
VKSIX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Needham Growth Fund (NEEGX). 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 | NEEGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.26 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 2.18 | -2.88 |
| Martin ratioReturn relative to average drawdown | -1.32 | 8.91 | -10.22 |
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Drawdowns
VKSIX vs. NEEGX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for VKSIX and NEEGX.
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Drawdown Indicators
| VKSIX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -53.60% | +18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -23.15% | +7.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -38.66% | +18.37% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -43.35% | +10.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.35% | — |
Current DrawdownCurrent decline from peak | -15.65% | -17.98% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -10.88% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 5.65% | +2.79% |
Volatility
VKSIX vs. NEEGX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.88%, while Needham Growth Fund (NEEGX) has a volatility of 12.54%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 12.54% | -7.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 26.85% | -14.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 32.47% | -16.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 29.41% | -10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 25.90% | -5.01% |
VKSIX vs. NEEGX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Dividends
VKSIX vs. NEEGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than NEEGX's 5.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 5.58% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
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 NEEGX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEEGX has higher volatility (12.54%) compared to VKSIX (4.88%). In terms of maximum drawdown, VKSIX dropped -35.59% vs NEEGX's -53.60%.
NEEGX currently has the higher Sharpe Ratio (1.55 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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