VKSIX vs. POLIX

The year-to-date returns for both investments are quite close, with VKSIX having a 16.27% return and POLIX slightly higher at 16.91%.

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VKSIX has a 1.02% expense ratio, which is higher than POLIX's 0.96% expense ratio.

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.

The current VKSIX Sharpe Ratio is 1.80, which is comparable to the POLIX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of VKSIX and POLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither VKSIX nor POLIX has paid dividends to shareholders.

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.

The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.36%, while Polen Growth Fund (POLIX) has a volatility of 4.73%. 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.