PHSKX vs. OEGYX
PHSKX (Virtus KAR Mid-Cap Growth Fund) and OEGYX (Invesco Discovery Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, PHSKX returned 10.31%/yr vs 12.47%/yr for OEGYX. Their correlation of 0.91 means they have usually moved in the same direction. PHSKX charges 1.24%/yr vs 0.78%/yr for OEGYX.
Performance
PHSKX vs. OEGYX - 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 OEGYX's 17.37% return. Over the past 10 years, PHSKX has underperformed OEGYX with an annualized return of 10.31%, while OEGYX has yielded a comparatively higher 12.47% annualized return.
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%
OEGYX
- 1D
- 3.55%
- 1M
- -3.39%
- 6M
- 12.90%
- YTD
- 17.37%
- 1Y
- 20.24%
- 3Y*
- 15.69%
- 5Y*
- 4.58%
- 10Y*
- 12.47%
- ALL TIME*
- 8.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PHSKX vs. OEGYX - 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% |
OEGYX Invesco Discovery Mid Cap Growth Fund | 17.37% | 5.08% | 24.38% | 13.24% | -30.92% | 18.76% | 40.53% | 39.33% | -6.50% | 28.34% |
Correlation
The correlation between PHSKX and OEGYX 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. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2000 | 0.91 |
Over the past year, the correlation between PHSKX and OEGYX has dropped to 0.69 - well below their long-term average of 0.91, suggesting their price drivers have been diverging.
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Return for Risk
PHSKX vs. OEGYX — Risk / Return Rank
PHSKX
OEGYX
PHSKX vs. OEGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Growth Fund (PHSKX) and Invesco Discovery Mid Cap Growth Fund (OEGYX). 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 | OEGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.15 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.54 | -1.99 |
| Martin ratioReturn relative to average drawdown | -0.97 | 5.19 | -6.15 |
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Drawdowns
PHSKX vs. OEGYX - Drawdown Comparison
The maximum PHSKX drawdown since its inception was -81.79%, which is greater than OEGYX's maximum drawdown of -53.44%. Use the drawdown chart below to compare losses from any high point for PHSKX and OEGYX.
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Drawdown Indicators
| PHSKX | OEGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.79% | -53.44% | -28.35% |
Max Drawdown (1Y)Largest decline over 1 year | -23.77% | -11.81% | -11.96% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | -28.58% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -46.87% | -39.25% | -7.62% |
Max Drawdown (10Y)Largest decline over 10 years | -46.87% | -39.25% | -7.62% |
Current DrawdownCurrent decline from peak | -28.62% | -8.68% | -19.94% |
Average DrawdownAverage peak-to-trough decline | -29.38% | -12.45% | -16.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 3.49% | +7.66% |
Volatility
PHSKX vs. OEGYX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Growth Fund (PHSKX) is 3.94%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 7.75%. This indicates that PHSKX experiences smaller price fluctuations and is considered to be less risky than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSKX | OEGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 7.75% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 18.98% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 22.84% | -3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 22.55% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.55% | 22.25% | +1.30% |
PHSKX vs. OEGYX - Expense Ratio Comparison
PHSKX has a 1.24% expense ratio, which is higher than OEGYX's 0.78% expense ratio.
Dividends
PHSKX vs. OEGYX - Dividend Comparison
PHSKX's dividend yield for the trailing twelve months is around 48.32%, more than OEGYX's 6.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEGYX Invesco Discovery Mid Cap Growth Fund | 6.35% | 7.45% | 4.13% | 0.00% | 0.00% | 16.02% | 3.08% | 3.85% | 9.31% | 8.34% | 0.81% | 3.88% |
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 OEGYX 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.
OEGYX has higher volatility (7.75%) compared to PHSKX (3.94%). In terms of maximum drawdown, PHSKX dropped -81.79% vs OEGYX's -53.44%.
OEGYX currently has the higher Sharpe Ratio (0.79 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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