PHSKX vs. DIS

Last updated Jun 4, 2026

PHSKX (Virtus KAR Mid-Cap Growth Fund) is Mid Cap Growth Equities fund managed by Virtus, while DIS (The Walt Disney Company) is a stock. Over the past 10 years, PHSKX returned 10.71%/yr vs 0.88%/yr for DIS. At a 0.47 correlation, their price movements are largely independent.

Performance

PHSKX vs. DIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Mid-Cap Growth Fund (PHSKX) and The Walt Disney Company (DIS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PHSKX achieves a -4.48% return, which is significantly higher than DIS's -12.64% return. Over the past 10 years, PHSKX has outperformed DIS with an annualized return of 10.71%, while DIS has yielded a comparatively lower 0.88% annualized return.

PHSKX

• 1D: -0.48%
• 1M: 2.14%
• YTD: -4.48%
• 6M: -7.23%
• 1Y: -9.90%
• 3Y*: 3.01%
• 5Y*: -3.09%
• 10Y*: 10.71%

DIS

• 1D: -1.99%
• 1M: -1.90%
• YTD: -12.64%
• 6M: -5.37%
• 1Y: -11.54%
• 3Y*: 3.87%
• 5Y*: -10.50%
• 10Y*: 0.88%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PHSKX vs. DIS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PHSKX Virtus KAR Mid-Cap Growth Fund	-4.48%	-3.58%	7.43%	22.00%	-33.46%	1.23%	63.29%	44.03%	7.44%	33.54%
DIS The Walt Disney Company	-12.64%	3.30%	24.44%	4.26%	-43.91%	-14.51%	25.27%	33.51%	3.61%	4.76%

Correlation

The correlation between PHSKX and DIS is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.43
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (10Y) Calculated over the trailing 10-year period	0.50
Correlation (All Time) Calculated using the full available price history since Jan 3, 1980	0.47

The correlation between PHSKX and DIS shifts across timeframes, from 0.43 (3 years) to 0.57 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PHSKX vs. DIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PHSKX

PHSKX Risk / Return Rank: 1
PHSKX Sharpe Ratio Rank: 1
PHSKX Sortino Ratio Rank: 1
PHSKX Omega Ratio Rank: 1
PHSKX Calmar Ratio Rank: 1
PHSKX Martin Ratio Rank: 1

DIS

DIS Risk / Return Rank: 21
DIS Sharpe Ratio Rank: 20
DIS Sortino Ratio Rank: 19
DIS Omega Ratio Rank: 19
DIS Calmar Ratio Rank: 25
DIS Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHSKX vs. DIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Growth Fund (PHSKX) and The Walt Disney Company (DIS). 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.

	PHSKX	DIS	Difference
Sharpe ratio Return per unit of total volatility	-0.49	-0.48	-0.01
Sortino ratio Return per unit of downside risk	-0.56	-0.53	-0.04
Omega ratio Gain probability vs. loss probability	0.93	0.94	0.00
Calmar ratio Return relative to maximum drawdown	-0.39	-0.46	+0.08
Martin ratio Return relative to average drawdown	-0.94	-0.96	+0.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PHSKX vs. DIS - Sharpe Ratio Comparison

The current PHSKX Sharpe Ratio is -0.49, which is comparable to the DIS Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of PHSKX and DIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PHSKX	DIS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.49	-0.48	-0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.13	-0.36	+0.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.03	+0.43
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.34	0.00

Drawdowns

PHSKX vs. DIS - Drawdown Comparison

The maximum PHSKX drawdown since its inception was -81.79%, roughly equal to the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for PHSKX and DIS.

Drawdown Indicators

	PHSKX	DIS	Difference
Max Drawdown Largest peak-to-trough decline	-81.79%	-85.66%	+3.87%
Max Drawdown (1Y) Largest decline over 1 year	-23.77%	-24.97%	+1.20%
Max Drawdown (3Y) Largest decline over 3 years	-27.26%	-32.86%	+5.60%
Max Drawdown (5Y) Largest decline over 5 years	-46.87%	-57.33%	+10.46%
Max Drawdown (10Y) Largest decline over 10 years	-46.87%	-60.72%	+13.85%
Current Drawdown Current decline from peak	-28.91%	-49.62%	+20.71%
Average Drawdown Average peak-to-trough decline	-29.39%	-26.77%	-2.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.84%	12.05%	-2.21%

Volatility

PHSKX vs. DIS - Volatility Comparison

The current volatility for Virtus KAR Mid-Cap Growth Fund (PHSKX) is 5.95%, while The Walt Disney Company (DIS) has a volatility of 9.87%. This indicates that PHSKX experiences smaller price fluctuations and is considered to be less risky than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PHSKX	DIS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.95%	9.87%	-3.92%
Volatility (6M) Calculated over the trailing 6-month period	14.64%	19.46%	-4.82%
Volatility (1Y) Calculated over the trailing 1-year period	18.91%	24.32%	-5.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.80%	29.32%	-4.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.55%	28.77%	-5.22%

Dividends

PHSKX vs. DIS - Dividend Comparison

PHSKX's dividend yield for the trailing twelve months is around 48.52%, more than DIS's 1.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIS The Walt Disney Company	1.26%	1.10%	0.85%	0.33%	0.00%	0.00%	0.00%	1.22%	1.57%	1.51%	1.43%	1.30%
PHSKX Virtus KAR Mid-Cap Growth Fund	48.52%	46.34%	0.00%	0.00%	0.00%	1.53%	0.10%	0.62%	2.19%	6.10%	1.60%	1.54%

Frequently Asked Questions

Can I hold both PHSKX and DIS in my portfolio?

PHSKX and DIS have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PHSKX or DIS?

DIS has higher volatility (9.87%) compared to PHSKX (5.95%). In terms of maximum drawdown, PHSKX dropped -81.79% vs DIS's -85.66%.

Which has better risk-adjusted returns?

DIS currently has the higher Sharpe Ratio (-0.48 vs -0.49), 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.