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
Key characteristics
VKSIX:
0.97
^GSPC:
1.79
VKSIX:
1.41
^GSPC:
2.41
VKSIX:
1.17
^GSPC:
1.33
VKSIX:
1.28
^GSPC:
2.73
VKSIX:
3.86
^GSPC:
11.19
VKSIX:
3.73%
^GSPC:
2.07%
VKSIX:
14.90%
^GSPC:
12.98%
VKSIX:
-35.59%
^GSPC:
-56.78%
VKSIX:
-4.70%
^GSPC:
-0.78%
Returns By Period
In the year-to-date period, VKSIX achieves a 3.79% return, which is significantly higher than ^GSPC's 3.22% return.
VKSIX
3.79%
3.69%
5.19%
13.52%
10.34%
N/A
^GSPC
3.22%
3.22%
11.47%
25.29%
13.53%
11.66%
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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.
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
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.45%, while S&P 500 (^GSPC) has a volatility of 4.12%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.