PKSFX vs. PSTAX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Capital Growth Fund (PSTAX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
PKSFX vs. PSTAX - Performance Comparison
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PKSFX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
PSTAX Virtus KAR Capital Growth Fund | -16.13% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly higher than PSTAX's -16.13% return. Over the past 10 years, PKSFX has outperformed PSTAX with an annualized return of 14.75%, while PSTAX has yielded a comparatively lower 10.94% annualized return.
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
PSTAX
- 1D
- -0.60%
- 1M
- -11.00%
- YTD
- -16.13%
- 6M
- -17.04%
- 1Y
- -4.28%
- 3Y*
- 10.81%
- 5Y*
- 1.96%
- 10Y*
- 10.94%
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PKSFX vs. PSTAX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
PKSFX vs. PSTAX — Risk / Return Rank
PKSFX
PSTAX
PKSFX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Capital Growth Fund (PSTAX). 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.
| PKSFX | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | -0.20 | +0.34 |
Sortino ratioReturn per unit of downside risk | 0.35 | -0.15 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.04 | 0.98 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | -0.33 | +0.42 |
Martin ratioReturn relative to average drawdown | 0.19 | -1.21 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PKSFX | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.20 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.08 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.47 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.31 | +0.25 |
Correlation
The correlation between PKSFX and PSTAX is 0.77, 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.
Dividends
PKSFX vs. PSTAX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than PSTAX's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
PSTAX Virtus KAR Capital Growth Fund | 9.04% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Drawdowns
PKSFX vs. PSTAX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for PKSFX and PSTAX.
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Drawdown Indicators
| PKSFX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -76.37% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -19.58% | +8.37% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -44.54% | +22.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -44.54% | +11.09% |
Current DrawdownCurrent decline from peak | -11.25% | -24.83% | +13.58% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -32.02% | +24.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 5.39% | -0.47% |
Volatility
PKSFX vs. PSTAX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 4.01%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 6.17%. This indicates that PKSFX experiences smaller price fluctuations and is considered to be less risky than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PKSFX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 6.17% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 11.99% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 21.28% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 25.09% | -7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 23.53% | -4.75% |