VKSIX vs. VLPIX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. VLPIX is managed by Virtus. It was launched on Sep 8, 2015.
Performance
VKSIX vs. VLPIX - Performance Comparison
Loading graphics...
VKSIX vs. VLPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -8.94% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 22.56% | 3.49% | 41.45% | 11.99% | 30.81% | 44.75% | -18.60% | 9.59% | -8.57% |
Returns By Period
In the year-to-date period, VKSIX achieves a -8.94% return, which is significantly lower than VLPIX's 22.56% return.
VKSIX
- 1D
- 0.11%
- 1M
- -10.60%
- YTD
- -8.94%
- 6M
- -13.34%
- 1Y
- -9.89%
- 3Y*
- 2.82%
- 5Y*
- -0.05%
- 10Y*
- —
VLPIX
- 1D
- -0.68%
- 1M
- 3.35%
- YTD
- 22.56%
- 6M
- 22.00%
- 1Y
- 22.55%
- 3Y*
- 26.60%
- 5Y*
- 26.26%
- 10Y*
- 13.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VKSIX vs. VLPIX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is lower than VLPIX's 1.17% expense ratio.
Return for Risk
VKSIX vs. VLPIX — Risk / Return Rank
VKSIX
VLPIX
VKSIX vs. VLPIX - 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 Duff & Phelps Select MLP and Energy Fund (VLPIX). 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.
| VKSIX | VLPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.51 | 1.27 | -1.78 |
Sortino ratioReturn per unit of downside risk | -0.64 | 1.64 | -2.28 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.26 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.65 | 1.56 | -2.21 |
Martin ratioReturn relative to average drawdown | -1.81 | 4.84 | -6.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VKSIX | VLPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | 1.27 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 1.31 | -1.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.43 | -0.05 |
Correlation
The correlation between VKSIX and VLPIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VKSIX vs. VLPIX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.38%, less than VLPIX's 7.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.38% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 7.86% | 9.63% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.28% | 4.04% | 2.81% | 2.50% | 0.92% |
Drawdowns
VKSIX vs. VLPIX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum VLPIX drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for VKSIX and VLPIX.
Loading graphics...
Drawdown Indicators
| VKSIX | VLPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -64.56% | +28.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -14.61% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -21.26% | -11.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.56% | — |
Current DrawdownCurrent decline from peak | -19.70% | -0.68% | -19.02% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -10.79% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 4.70% | +1.34% |
Volatility
VKSIX vs. VLPIX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.21% compared to Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) at 3.86%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than VLPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VKSIX | VLPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 3.86% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 9.43% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 18.13% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 20.18% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 24.71% | -3.66% |