PIMSX vs. PXSGX
PIMSX (Virtus Newfleet Multi-Sector S/T Bd I) and PXSGX (Virtus KAR Small-Cap Growth Fund) are both mutual funds - PIMSX is a Short-Term Bond fund managed by Virtus, while PXSGX is a Small Cap Growth Equities fund managed by Virtus. Over the past 10 years, PIMSX returned 2.99%/yr vs 10.14%/yr for PXSGX. Their 0.16 correlation means their historical movements had little consistent relationship. PIMSX charges 0.65%/yr vs 1.07%/yr for PXSGX.
Performance
PIMSX vs. PXSGX - Performance Comparison
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Returns By Period
In the year-to-date period, PIMSX achieves a 1.42% return, which is significantly higher than PXSGX's -1.68% return. Over the past 10 years, PIMSX has underperformed PXSGX with an annualized return of 2.99%, while PXSGX has yielded a comparatively higher 10.14% annualized return.
PIMSX
- 1D
- 0.00%
- 1M
- -0.44%
- 6M
- 0.81%
- YTD
- 1.42%
- 1Y
- 3.66%
- 3Y*
- 5.74%
- 5Y*
- 2.82%
- 10Y*
- 2.99%
- ALL TIME*
- 3.77%
PXSGX
- 1D
- -1.96%
- 1M
- -0.29%
- 6M
- -4.28%
- YTD
- -1.68%
- 1Y
- -13.66%
- 3Y*
- -3.04%
- 5Y*
- -5.13%
- 10Y*
- 10.14%
- ALL TIME*
- 9.32%
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 |
PIMSX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIMSX Virtus Newfleet Multi-Sector S/T Bd I | 1.42% | 6.08% | 5.90% | 7.16% | -5.52% | 0.20% | 4.58% | 6.40% | -0.53% | 3.93% |
PXSGX Virtus KAR Small-Cap Growth Fund | -1.68% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Correlation
The correlation between PIMSX and PXSGX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2008 | 0.16 |
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Return for Risk
PIMSX vs. PXSGX — Risk / Return Rank
PIMSX
PXSGX
PIMSX vs. PXSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) and Virtus KAR Small-Cap Growth Fund (PXSGX). 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.
| PIMSX | PXSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.64 | ||
| Sortino ratioReturn per unit of downside risk | +4.25 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 0.88 | +0.63 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | -0.61 | +3.91 |
| Martin ratioReturn relative to average drawdown | 12.99 | -1.00 | +13.99 |
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Drawdowns
PIMSX vs. PXSGX - Drawdown Comparison
The maximum PIMSX drawdown since its inception was -18.10%, smaller than the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PIMSX and PXSGX.
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Drawdown Indicators
| PIMSX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.10% | -53.72% | +35.62% |
Max Drawdown (1Y)Largest decline over 1 year | -1.30% | -26.52% | +25.22% |
Max Drawdown (3Y)Largest decline over 3 years | -1.30% | -42.49% | +41.19% |
Max Drawdown (5Y)Largest decline over 5 years | -8.06% | -42.49% | +34.43% |
Max Drawdown (10Y)Largest decline over 10 years | -10.69% | -42.49% | +31.80% |
Current DrawdownCurrent decline from peak | -0.44% | -35.13% | +34.69% |
Average DrawdownAverage peak-to-trough decline | -1.48% | -11.95% | +10.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.33% | 16.09% | -15.76% |
Volatility
PIMSX vs. PXSGX - Volatility Comparison
The current volatility for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) is 0.54%, while Virtus KAR Small-Cap Growth Fund (PXSGX) has a volatility of 6.18%. This indicates that PIMSX experiences smaller price fluctuations and is considered to be less risky than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIMSX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.54% | 6.18% | -5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 13.60% | -11.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.40% | 19.17% | -16.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 24.94% | -22.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.72% | 22.63% | -19.91% |
PIMSX vs. PXSGX - Expense Ratio Comparison
PIMSX has a 0.65% expense ratio, which is lower than PXSGX's 1.07% expense ratio.
Dividends
PIMSX vs. PXSGX - Dividend Comparison
PIMSX's dividend yield for the trailing twelve months is around 4.28%, less than PXSGX's 48.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMSX Virtus Newfleet Multi-Sector S/T Bd I | 4.28% | 4.77% | 4.60% | 3.66% | 2.77% | 1.89% | 2.92% | 3.18% | 3.16% | 3.23% | 3.16% | 3.18% |
PXSGX Virtus KAR Small-Cap Growth Fund | 48.73% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Frequently Asked Questions
PIMSX and PXSGX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.18%) compared to PIMSX (0.54%). In terms of maximum drawdown, PIMSX dropped -18.10% vs PXSGX's -53.72%.
PIMSX currently has the higher Sharpe Ratio (1.80 vs -0.84), 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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