Correlation
The correlation between PSTAX and AMAGX is 0.88, 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.
PSTAX vs. AMAGX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSTAX or AMAGX.
Performance
PSTAX vs. AMAGX - Performance Comparison
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Key characteristics
PSTAX:
0.70
AMAGX:
0.27
PSTAX:
0.98
AMAGX:
0.37
PSTAX:
1.14
AMAGX:
1.05
PSTAX:
0.61
AMAGX:
0.15
PSTAX:
2.04
AMAGX:
0.52
PSTAX:
6.74%
AMAGX:
6.38%
PSTAX:
22.95%
AMAGX:
21.52%
PSTAX:
-76.37%
AMAGX:
-57.64%
PSTAX:
-5.11%
AMAGX:
-4.52%
Returns By Period
In the year-to-date period, PSTAX achieves a 2.76% return, which is significantly higher than AMAGX's -0.67% return. Over the past 10 years, PSTAX has underperformed AMAGX with an annualized return of 12.48%, while AMAGX has yielded a comparatively higher 14.06% annualized return.
PSTAX
2.76%
5.84%
-2.94%
16.41%
17.47%
11.02%
12.48%
AMAGX
-0.67%
7.02%
-2.16%
5.15%
12.25%
14.86%
14.06%
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PSTAX vs. AMAGX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
PSTAX vs. AMAGX — Risk-Adjusted Performance Rank
PSTAX
AMAGX
PSTAX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.
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Dividends
PSTAX vs. AMAGX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 13.81%, more than AMAGX's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 13.81% | 14.19% | 6.07% | 23.18% | 7.73% | 3.15% | 2.71% | 11.56% | 6.28% | 8.98% | 4.59% | 4.09% |
AMAGX Amana Mutual Funds Trust Growth Fund | 3.98% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.51% |
Drawdowns
PSTAX vs. AMAGX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for PSTAX and AMAGX.
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Volatility
PSTAX vs. AMAGX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 5.67% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 5.07%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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