PSTAX vs. SAMFX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Virtus Seix Total Return Bond Fund (SAMFX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. SAMFX is managed by Virtus. It was launched on Dec 30, 1997.
Performance
PSTAX vs. SAMFX - Performance Comparison
Loading graphics...
PSTAX vs. SAMFX - 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% |
SAMFX Virtus Seix Total Return Bond Fund | -0.55% | 6.87% | 0.43% | 4.35% | -13.57% | -1.44% | 10.24% | 7.12% | -0.32% | 2.68% |
Returns By Period
In the year-to-date period, PSTAX achieves a -16.13% return, which is significantly lower than SAMFX's -0.55% return. Over the past 10 years, PSTAX has outperformed SAMFX with an annualized return of 10.94%, while SAMFX has yielded a comparatively lower 1.41% 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%
SAMFX
- 1D
- 0.54%
- 1M
- -2.30%
- YTD
- -0.55%
- 6M
- 0.49%
- 1Y
- 3.56%
- 3Y*
- 2.52%
- 5Y*
- -0.33%
- 10Y*
- 1.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSTAX vs. SAMFX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than SAMFX's 0.46% expense ratio.
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.
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 0.96 | -1.16 |
Sortino ratioReturn per unit of downside risk | -0.15 | 1.37 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.17 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.63 | -1.96 |
Martin ratioReturn relative to average drawdown | -1.21 | 4.81 | -6.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.96 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | -0.06 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.29 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.57 | -0.26 |
Correlation
The correlation between PSTAX and SAMFX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PSTAX vs. SAMFX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 9.04%, more than SAMFX's 3.85% 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% |
SAMFX Virtus Seix Total Return Bond Fund | 3.85% | 4.25% | 3.57% | 3.16% | 3.33% | 1.09% | 1.99% | 1.95% | 2.09% | 2.36% | 3.59% | 2.12% |
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.
Loading graphics...
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% | -2.82% | -16.76% |
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 | -24.83% | -5.71% | -19.12% |
Average DrawdownAverage peak-to-trough decline | -32.02% | -3.50% | -28.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 0.96% | +4.43% |
Volatility
PSTAX vs. SAMFX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 6.17% compared to Virtus Seix Total Return Bond Fund (SAMFX) at 1.60%. 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.
Loading graphics...
Volatility by Period
| PSTAX | SAMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 1.60% | +4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 2.52% | +9.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 4.37% | +16.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 5.84% | +19.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 4.87% | +18.66% |