PSTAX vs. SAMFX
PSTAX (Virtus KAR Capital Growth Fund) and SAMFX (Virtus Seix Total Return Bond Fund) are both mutual funds - PSTAX is a Large Cap Growth Equities fund managed by Virtus, while SAMFX is a Intermediate Core-Plus Bond fund managed by Virtus. Over the past 10 years, PSTAX returned 12.44%/yr vs 1.08%/yr for SAMFX. Their -0.14 correlation means they have often moved in opposite directions in the past. PSTAX charges 1.20%/yr vs 0.46%/yr for SAMFX.
Performance
PSTAX vs. SAMFX - Performance Comparison
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Returns By Period
In the year-to-date period, PSTAX achieves a 0.05% return, which is significantly higher than SAMFX's -0.77% return. Over the past 10 years, PSTAX has outperformed SAMFX with an annualized return of 12.44%, while SAMFX has yielded a comparatively lower 1.08% annualized return.
PSTAX
- 1D
- 1.70%
- 1M
- -4.81%
- 6M
- 1.91%
- YTD
- 0.05%
- 1Y
- 1.60%
- 3Y*
- 11.72%
- 5Y*
- 3.75%
- 10Y*
- 12.44%
- ALL TIME*
- 7.75%
SAMFX
- 1D
- 0.11%
- 1M
- -1.29%
- 6M
- -1.08%
- YTD
- -0.77%
- 1Y
- 1.72%
- 3Y*
- 2.88%
- 5Y*
- -0.99%
- 10Y*
- 1.08%
- ALL TIME*
- 2.46%
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 |
PSTAX vs. SAMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 0.05% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
SAMFX Virtus Seix Total Return Bond Fund | -0.77% | 6.87% | 0.43% | 4.35% | -13.57% | -1.44% | 10.24% | 7.12% | -0.32% | 2.68% |
Correlation
The correlation between PSTAX and SAMFX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1998 | -0.14 |
The correlation between PSTAX and SAMFX shifts across timeframes, from -0.14 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PSTAX vs. SAMFX — Risk / Return Rank
PSTAX
SAMFX
PSTAX vs. SAMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Seix Total Return Bond Fund (SAMFX). 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.
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.13 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.93 | -0.98 |
| Martin ratioReturn relative to average drawdown | -0.13 | 2.38 | -2.52 |
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Drawdowns
PSTAX vs. SAMFX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than SAMFX's maximum drawdown of -18.72%. Use the drawdown chart below to compare losses from any high point for PSTAX and SAMFX.
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Drawdown Indicators
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -18.72% | -57.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -3.09% | -16.49% |
Max Drawdown (3Y)Largest decline over 3 years | -29.63% | -5.34% | -24.29% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -17.95% | -26.59% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -18.72% | -25.82% |
Current DrawdownCurrent decline from peak | -10.33% | -5.91% | -4.42% |
Average DrawdownAverage peak-to-trough decline | -31.78% | -3.52% | -28.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.47% | 1.20% | +5.27% |
Volatility
PSTAX vs. SAMFX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 5.20% compared to Virtus Seix Total Return Bond Fund (SAMFX) at 0.97%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than SAMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 0.97% | +4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 3.04% | +13.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.23% | 3.81% | +15.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.51% | 5.88% | +19.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.80% | 4.89% | +18.91% |
PSTAX vs. SAMFX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than SAMFX's 0.46% expense ratio.
Dividends
PSTAX vs. SAMFX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 7.58%, more than SAMFX's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 7.58% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
SAMFX Virtus Seix Total Return Bond Fund | 3.96% | 4.25% | 3.57% | 3.16% | 3.33% | 1.09% | 1.99% | 1.95% | 2.09% | 2.36% | 3.59% | 2.12% |
Frequently Asked Questions
PSTAX and SAMFX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSTAX has higher volatility (5.20%) compared to SAMFX (0.97%). In terms of maximum drawdown, PSTAX dropped -76.37% vs SAMFX's -18.72%.
SAMFX currently has the higher Sharpe Ratio (0.76 vs -0.04), 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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