PKSFX vs. PXSGX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Small-Cap Growth Fund (PXSGX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or PXSGX.
Key characteristics
| PKSFX | PXSGX | |
|---|---|---|
| YTD Return | 15.10% | 10.30% |
| 1Y Return | 29.94% | 14.92% |
| 3Y Return (Ann) | 13.80% | -2.71% |
| 5Y Return (Ann) | 15.48% | 7.85% |
| 10Y Return (Ann) | 16.68% | 15.22% |
| Sharpe Ratio | 1.81 | 0.81 |
| Daily Std Dev | 16.36% | 18.49% |
| Max Drawdown | -66.37% | -53.72% |
| Current Drawdown | 0.00% | -14.44% |
Correlation
The correlation between PKSFX and PXSGX is 0.89, 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.
Performance
PKSFX vs. PXSGX - Performance Comparison
In the year-to-date period, PKSFX achieves a 15.10% return, which is significantly higher than PXSGX's 10.30% return. Over the past 10 years, PKSFX has outperformed PXSGX with an annualized return of 16.68%, while PXSGX has yielded a comparatively lower 15.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PKSFX vs. PXSGX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than PXSGX's 1.07% expense ratio.
Risk-Adjusted Performance
PKSFX vs. PXSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) 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.
Dividends
PKSFX vs. PXSGX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 3.58%, less than PXSGX's 4.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 3.58% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% | 6.41% | 0.18% |
PXSGX Virtus KAR Small-Cap Growth Fund | 4.82% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% | 10.36% | 2.69% |
Drawdowns
PKSFX vs. PXSGX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than PXSGX's maximum drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PKSFX and PXSGX. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. PXSGX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 4.85% compared to Virtus KAR Small-Cap Growth Fund (PXSGX) at 4.57%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.