VKSIX vs. POLIX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Polen Growth Fund (POLIX).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. POLIX is managed by Polen Capital. It was launched on Sep 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or POLIX.
Key characteristics
| VKSIX | POLIX | |
|---|---|---|
| YTD Return | 15.20% | 18.42% |
| 1Y Return | 32.09% | 28.59% |
| 3Y Return (Ann) | 1.97% | -4.99% |
| 5Y Return (Ann) | 12.17% | 8.66% |
| Sharpe Ratio | 2.09 | 1.92 |
| Sortino Ratio | 2.91 | 2.54 |
| Omega Ratio | 1.35 | 1.34 |
| Calmar Ratio | 1.56 | 0.83 |
| Martin Ratio | 10.48 | 11.09 |
| Ulcer Index | 3.05% | 2.54% |
| Daily Std Dev | 15.27% | 14.66% |
| Max Drawdown | -35.59% | -49.68% |
| Current Drawdown | -1.10% | -14.80% |
Correlation
The correlation between VKSIX and POLIX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VKSIX vs. POLIX - Performance Comparison
In the year-to-date period, VKSIX achieves a 15.20% return, which is significantly lower than POLIX's 18.42% 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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VKSIX vs. POLIX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than POLIX's 0.96% expense ratio.
Risk-Adjusted Performance
VKSIX vs. POLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Polen Growth Fund (POLIX). 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. POLIX - Dividend Comparison
Neither VKSIX nor POLIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% | 0.23% |
Drawdowns
VKSIX vs. POLIX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum POLIX drawdown of -49.68%. Use the drawdown chart below to compare losses from any high point for VKSIX and POLIX. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. POLIX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.80%, while Polen Growth Fund (POLIX) has a volatility of 4.29%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.