PSTAX vs. ACV
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Virtus Diversified Income & Convertible Fund (ACV).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. ACV is an actively managed fund by Virtus. It was launched on May 26, 2015.
Performance
PSTAX vs. ACV - Performance Comparison
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PSTAX vs. ACV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACV Virtus Diversified Income & Convertible Fund | -5.69% | 33.70% | 15.39% | 25.96% | -35.98% | 24.45% | 45.80% | 44.15% | -7.01% | 27.95% |
Returns By Period
In the year-to-date period, PSTAX achieves a -16.13% return, which is significantly lower than ACV's -5.69% return. Over the past 10 years, PSTAX has underperformed ACV with an annualized return of 10.94%, while ACV has yielded a comparatively higher 15.40% annualized return.
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%
ACV
- 1D
- 2.36%
- 1M
- -11.26%
- YTD
- -5.69%
- 6M
- 6.60%
- 1Y
- 34.98%
- 3Y*
- 19.76%
- 5Y*
- 8.00%
- 10Y*
- 15.40%
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PSTAX vs. ACV - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is lower than ACV's 2.69% expense ratio.
Return for Risk
PSTAX vs. ACV — Risk / Return Rank
PSTAX
ACV
PSTAX vs. ACV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Diversified Income & Convertible Fund (ACV). 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.
| PSTAX | ACV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 1.78 | -1.99 |
Sortino ratioReturn per unit of downside risk | -0.15 | 2.34 | -2.49 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.37 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 2.41 | -2.75 |
Martin ratioReturn relative to average drawdown | -1.21 | 10.61 | -11.82 |
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
| PSTAX | ACV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 1.78 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.34 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.60 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.45 | -0.14 |
Correlation
The correlation between PSTAX and ACV is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PSTAX vs. ACV - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 9.04%, less than ACV's 10.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACV Virtus Diversified Income & Convertible Fund | 10.47% | 9.68% | 9.84% | 10.30% | 12.69% | 24.19% | 7.28% | 8.15% | 10.76% | 9.18% | 10.67% | 5.52% |
Drawdowns
PSTAX vs. ACV - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than ACV's maximum drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for PSTAX and ACV.
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Drawdown Indicators
| PSTAX | ACV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -53.64% | -22.73% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -14.81% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -48.80% | +4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -53.64% | +9.10% |
Current DrawdownCurrent decline from peak | -24.83% | -12.80% | -12.03% |
Average DrawdownAverage peak-to-trough decline | -32.02% | -15.03% | -16.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 3.37% | +2.02% |
Volatility
PSTAX vs. ACV - Volatility Comparison
The current volatility for Virtus KAR Capital Growth Fund (PSTAX) is 6.17%, while Virtus Diversified Income & Convertible Fund (ACV) has a volatility of 7.29%. This indicates that PSTAX experiences smaller price fluctuations and is considered to be less risky than ACV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTAX | ACV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 7.29% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 12.56% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 19.70% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 23.36% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 25.68% | -2.15% |