VKSIX vs. PSFIX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and PSFIX (Virtus Newfleet Senior Floating Rate Fund) are both mutual funds - VKSIX is a Mid Cap Growth Equities fund managed by Virtus, while PSFIX is a Bank Loan fund managed by Virtus. Over the past 5 years, VKSIX returned -0.67%/yr vs 5.21%/yr for PSFIX. Their 0.28 correlation means their historical movements had little consistent relationship. VKSIX charges 1.02%/yr vs 0.69%/yr for PSFIX.
Performance
VKSIX vs. PSFIX - 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 PSFIX's 1.66% 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%
PSFIX
- 1D
- 0.00%
- 1M
- 0.12%
- 6M
- 1.70%
- YTD
- 1.66%
- 1Y
- 3.72%
- 3Y*
- 6.31%
- 5Y*
- 5.21%
- 10Y*
- 4.38%
- ALL TIME*
- 6.13%
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. PSFIX - 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% |
PSFIX Virtus Newfleet Senior Floating Rate Fund | 1.66% | 5.11% | 7.59% | 10.67% | -0.21% | 4.51% | 0.94% | 8.29% | -1.87% |
Correlation
The correlation between VKSIX and PSFIX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.28 |
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Return for Risk
VKSIX vs. PSFIX — Risk / Return Rank
VKSIX
PSFIX
VKSIX vs. PSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Virtus Newfleet Senior Floating Rate Fund (PSFIX). 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 | PSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -4.57 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.55 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 4.08 | -4.79 |
| Martin ratioReturn relative to average drawdown | -1.32 | 13.08 | -14.40 |
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Drawdowns
VKSIX vs. PSFIX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, which is greater than PSFIX's maximum drawdown of -22.76%. Use the drawdown chart below to compare losses from any high point for VKSIX and PSFIX.
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Drawdown Indicators
| VKSIX | PSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -22.76% | -12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -0.88% | -14.83% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -2.62% | -17.67% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -5.78% | -26.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.76% | — |
Current DrawdownCurrent decline from peak | -15.65% | -0.12% | -15.53% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -0.85% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 0.28% | +8.16% |
Volatility
VKSIX vs. PSFIX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.88% compared to Virtus Newfleet Senior Floating Rate Fund (PSFIX) at 0.27%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than PSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | PSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 0.27% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 1.63% | +10.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 2.29% | +13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 2.83% | +16.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 4.16% | +16.73% |
VKSIX vs. PSFIX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than PSFIX's 0.69% expense ratio.
Dividends
VKSIX vs. PSFIX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than PSFIX's 6.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSFIX Virtus Newfleet Senior Floating Rate Fund | 6.05% | 7.22% | 7.77% | 7.48% | 4.85% | 2.84% | 3.98% | 5.29% | 5.07% | 4.03% | 3.95% | 4.40% |
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 PSFIX have a correlation of 0.24, 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 PSFIX (0.27%). In terms of maximum drawdown, VKSIX dropped -35.59% vs PSFIX's -22.76%.
PSFIX currently has the higher Sharpe Ratio (1.63 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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