PHSKX vs. FAMVX
PHSKX (Virtus KAR Mid-Cap Growth Fund) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, PHSKX returned 10.31%/yr vs 10.41%/yr for FAMVX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PHSKX charges 1.24%/yr vs 1.19%/yr for FAMVX.
Performance
PHSKX vs. FAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, PHSKX achieves a -4.10% return, which is significantly lower than FAMVX's 8.80% return. Both investments have delivered pretty close results over the past 10 years, with PHSKX having a 10.31% annualized return and FAMVX not far ahead at 10.41%.
PHSKX
- 1D
- 0.62%
- 1M
- 0.43%
- 6M
- -1.73%
- YTD
- -4.10%
- 1Y
- -8.04%
- 3Y*
- 0.29%
- 5Y*
- -4.63%
- 10Y*
- 10.31%
- ALL TIME*
- 7.92%
FAMVX
- 1D
- -0.82%
- 1M
- 0.67%
- 6M
- 6.51%
- YTD
- 8.80%
- 1Y
- 12.03%
- 3Y*
- 11.54%
- 5Y*
- 7.10%
- 10Y*
- 10.41%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PHSKX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSKX Virtus KAR Mid-Cap Growth Fund | -4.10% | -3.58% | 7.43% | 22.00% | -33.46% | 1.23% | 63.29% | 44.03% | 7.44% | 33.54% |
FAMVX FAM Value Fund | 8.80% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between PHSKX and FAMVX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 1995 | 0.75 |
The correlation between PHSKX and FAMVX has been stable across timeframes, ranging from 0.69 to 0.79 - a consistent structural relationship.
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Return for Risk
PHSKX vs. FAMVX — Risk / Return Rank
PHSKX
FAMVX
PHSKX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Growth Fund (PHSKX) and FAM Value Fund (FAMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PHSKX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.13 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.02 | -1.47 |
| Martin ratioReturn relative to average drawdown | -0.97 | 3.10 | -4.06 |
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Drawdowns
PHSKX vs. FAMVX - Drawdown Comparison
The maximum PHSKX drawdown since its inception was -81.79%, which is greater than FAMVX's maximum drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for PHSKX and FAMVX.
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Drawdown Indicators
| PHSKX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.79% | -51.12% | -30.67% |
Max Drawdown (1Y)Largest decline over 1 year | -23.77% | -9.47% | -14.30% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | -16.74% | -10.52% |
Max Drawdown (5Y)Largest decline over 5 years | -46.87% | -22.77% | -24.10% |
Max Drawdown (10Y)Largest decline over 10 years | -46.87% | -37.73% | -9.14% |
Current DrawdownCurrent decline from peak | -28.62% | -1.00% | -27.62% |
Average DrawdownAverage peak-to-trough decline | -29.38% | -6.40% | -22.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 3.11% | +8.04% |
Volatility
PHSKX vs. FAMVX - Volatility Comparison
Virtus KAR Mid-Cap Growth Fund (PHSKX) has a higher volatility of 3.94% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that PHSKX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSKX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 3.48% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 10.60% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 13.94% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 17.13% | +7.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.55% | 18.19% | +5.36% |
PHSKX vs. FAMVX - Expense Ratio Comparison
PHSKX has a 1.24% expense ratio, which is higher than FAMVX's 1.19% expense ratio.
Dividends
PHSKX vs. FAMVX - Dividend Comparison
PHSKX's dividend yield for the trailing twelve months is around 48.32%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
PHSKX Virtus KAR Mid-Cap Growth Fund | 48.32% | 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
PHSKX and FAMVX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PHSKX has higher volatility (3.94%) compared to FAMVX (3.48%). In terms of maximum drawdown, PHSKX dropped -81.79% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.69 vs -0.55), 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.
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