VKSIX vs. TAAGX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 13.89%/yr for TAAGX. Their correlation of 0.81 means they have usually moved in the same direction. VKSIX charges 1.02%/yr vs 1.61%/yr for TAAGX.
Performance
VKSIX vs. TAAGX - 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 TAAGX's 25.25% 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%
TAAGX
- 1D
- 0.06%
- 1M
- -5.20%
- 6M
- 12.70%
- YTD
- 25.25%
- 1Y
- 40.29%
- 3Y*
- 27.50%
- 5Y*
- 13.89%
- 10Y*
- 15.50%
- ALL TIME*
- 6.19%
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. TAAGX - 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% |
TAAGX Timothy Plan Aggressive Growth Fund | 25.25% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -16.00% |
Correlation
The correlation between VKSIX and TAAGX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.81 |
Over the past year, the correlation between VKSIX and TAAGX has dropped to 0.42 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. TAAGX — Risk / Return Rank
VKSIX
TAAGX
VKSIX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Timothy Plan Aggressive Growth Fund (TAAGX). 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 | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.26 | ||
| Sortino ratioReturn per unit of downside risk | -3.06 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.27 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 2.55 | -3.26 |
| Martin ratioReturn relative to average drawdown | -1.32 | 10.13 | -11.45 |
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Drawdowns
VKSIX vs. TAAGX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for VKSIX and TAAGX.
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Drawdown Indicators
| VKSIX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -62.13% | +26.54% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -14.93% | -0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -29.24% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -34.47% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -15.65% | -11.82% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -18.61% | +9.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 3.75% | +4.69% |
Volatility
VKSIX vs. TAAGX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.88%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 8.23%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than TAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 8.23% | -3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 20.24% | -8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 24.31% | -8.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 23.99% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 22.54% | -1.65% |
VKSIX vs. TAAGX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
VKSIX vs. TAAGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than TAAGX's 2.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 2.74% | 3.44% | 17.62% | 3.12% | 3.06% | 8.89% | 5.75% | 0.00% | 7.57% | 0.00% | 0.00% | 15.71% |
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 TAAGX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAAGX has higher volatility (8.23%) compared to VKSIX (4.88%). In terms of maximum drawdown, VKSIX dropped -35.59% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (1.57 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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