VKSIX vs. ^GSPC
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and S&P 500 (^GSPC).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or ^GSPC.
Key characteristics
VKSIX | ^GSPC | |
---|---|---|
YTD Return | 11.99% | 19.79% |
1Y Return | 23.70% | 29.79% |
3Y Return (Ann) | 3.33% | 9.48% |
5Y Return (Ann) | 12.82% | 13.85% |
Sharpe Ratio | 1.44 | 2.23 |
Daily Std Dev | 16.23% | 12.79% |
Max Drawdown | -35.59% | -56.78% |
Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VKSIX and ^GSPC is 0.87, 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. ^GSPC - Performance Comparison
In the year-to-date period, VKSIX achieves a 11.99% return, which is significantly lower than ^GSPC's 19.79% 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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Risk-Adjusted Performance
VKSIX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and S&P 500 (^GSPC). 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.
Drawdowns
VKSIX vs. ^GSPC - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VKSIX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. ^GSPC - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.63% compared to S&P 500 (^GSPC) at 4.31%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.