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.
Correlation
The correlation between VKSIX and ^GSPC is 0.86, 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
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Key characteristics
VKSIX:
0.31
^GSPC:
0.64
VKSIX:
0.52
^GSPC:
1.01
VKSIX:
1.06
^GSPC:
1.15
VKSIX:
0.25
^GSPC:
0.65
VKSIX:
0.75
^GSPC:
2.49
VKSIX:
6.74%
^GSPC:
4.96%
VKSIX:
19.42%
^GSPC:
19.65%
VKSIX:
-35.59%
^GSPC:
-56.78%
VKSIX:
-6.11%
^GSPC:
-2.94%
Returns By Period
In the year-to-date period, VKSIX achieves a 2.27% return, which is significantly higher than ^GSPC's 1.39% return.
VKSIX
2.27%
11.08%
-1.28%
6.03%
11.34%
11.00%
N/A
^GSPC
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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Risk-Adjusted Performance
VKSIX vs. ^GSPC — Risk-Adjusted Performance Rank
VKSIX
^GSPC
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.
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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.
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Volatility
VKSIX vs. ^GSPC - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 5.83% compared to S&P 500 (^GSPC) at 5.42%. 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.
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