Correlation
The correlation between PSTAX and SLMCX is 0.81, 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. SLMCX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Columbia Seligman Technology and Information Fund (SLMCX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSTAX or SLMCX.
Performance
PSTAX vs. SLMCX - Performance Comparison
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Key characteristics
PSTAX:
0.70
SLMCX:
0.21
PSTAX:
0.98
SLMCX:
0.41
PSTAX:
1.14
SLMCX:
1.06
PSTAX:
0.61
SLMCX:
0.15
PSTAX:
2.04
SLMCX:
0.45
PSTAX:
6.74%
SLMCX:
9.61%
PSTAX:
22.95%
SLMCX:
29.11%
PSTAX:
-76.37%
SLMCX:
-86.89%
PSTAX:
-5.11%
SLMCX:
-11.86%
Returns By Period
In the year-to-date period, PSTAX achieves a 2.76% return, which is significantly higher than SLMCX's -6.13% return. Over the past 10 years, PSTAX has underperformed SLMCX with an annualized return of 12.48%, while SLMCX has yielded a comparatively higher 17.55% annualized return.
PSTAX
2.76%
5.84%
-2.94%
16.41%
17.47%
11.02%
12.48%
SLMCX
-6.13%
8.08%
-6.12%
6.22%
13.37%
19.13%
17.55%
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PSTAX vs. SLMCX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than SLMCX's 1.17% expense ratio.
Risk-Adjusted Performance
PSTAX vs. SLMCX — Risk-Adjusted Performance Rank
PSTAX
SLMCX
PSTAX vs. SLMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Columbia Seligman Technology and Information Fund (SLMCX). 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. SLMCX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 13.81%, less than SLMCX's 15.21% 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% |
SLMCX Columbia Seligman Technology and Information Fund | 15.21% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% | 12.70% |
Drawdowns
PSTAX vs. SLMCX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, smaller than the maximum SLMCX drawdown of -86.89%. Use the drawdown chart below to compare losses from any high point for PSTAX and SLMCX.
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Volatility
PSTAX vs. SLMCX - Volatility Comparison
The current volatility for Virtus KAR Capital Growth Fund (PSTAX) is 5.67%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 6.56%. This indicates that PSTAX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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