PSTAX vs. SAVYX
PSTAX (Virtus KAR Capital Growth Fund) and SAVYX (Virtus Newfleet Core Plus Bond Fund) are both mutual funds - PSTAX is a Large Cap Growth Equities fund managed by Virtus, while SAVYX is a Intermediate Core-Plus Bond fund managed by Virtus. Over the past 10 years, PSTAX returned 12.44%/yr vs 2.29%/yr for SAVYX. Their -0.04 correlation means they have often moved in opposite directions in the past. PSTAX charges 1.20%/yr vs 0.55%/yr for SAVYX.
Performance
PSTAX vs. SAVYX - 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 SAVYX's -0.27% return. Over the past 10 years, PSTAX has outperformed SAVYX with an annualized return of 12.44%, while SAVYX has yielded a comparatively lower 2.29% 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%
SAVYX
- 1D
- 0.00%
- 1M
- -1.28%
- 6M
- -0.57%
- YTD
- -0.27%
- 1Y
- 2.44%
- 3Y*
- 4.17%
- 5Y*
- 0.45%
- 10Y*
- 2.29%
- ALL TIME*
- 4.61%
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. SAVYX - 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% |
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.27% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
Correlation
The correlation between PSTAX and SAVYX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1997 | -0.05 |
The correlation between PSTAX and SAVYX shifts across timeframes, from -0.04 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PSTAX vs. SAVYX — Risk / Return Rank
PSTAX
SAVYX
PSTAX vs. SAVYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Newfleet Core Plus Bond Fund (SAVYX). 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 | SAVYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.17 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.25 | -1.30 |
| Martin ratioReturn relative to average drawdown | -0.13 | 3.56 | -3.69 |
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Drawdowns
PSTAX vs. SAVYX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than SAVYX's maximum drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for PSTAX and SAVYX.
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Drawdown Indicators
| PSTAX | SAVYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -16.46% | -59.91% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -2.78% | -16.80% |
Max Drawdown (3Y)Largest decline over 3 years | -29.63% | -4.93% | -24.70% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -16.46% | -28.08% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -16.46% | -28.08% |
Current DrawdownCurrent decline from peak | -10.33% | -1.99% | -8.34% |
Average DrawdownAverage peak-to-trough decline | -31.78% | -1.74% | -30.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.47% | 0.98% | +5.49% |
Volatility
PSTAX vs. SAVYX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 5.20% compared to Virtus Newfleet Core Plus Bond Fund (SAVYX) at 0.83%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than SAVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTAX | SAVYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 0.83% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 2.73% | +13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.23% | 3.47% | +15.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.51% | 5.08% | +20.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.80% | 4.31% | +19.49% |
PSTAX vs. SAVYX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than SAVYX's 0.55% expense ratio.
Dividends
PSTAX vs. SAVYX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 7.58%, more than SAVYX's 4.57% 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% |
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.57% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
Frequently Asked Questions
PSTAX and SAVYX have a correlation of 0.34, 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 SAVYX (0.83%). In terms of maximum drawdown, PSTAX dropped -76.37% vs SAVYX's -16.46%.
SAVYX currently has the higher Sharpe Ratio (1.01 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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