PSTAX vs. SMVTX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. SMVTX is managed by Virtus. It was launched on Nov 30, 2001.
Performance
PSTAX vs. SMVTX - Performance Comparison
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PSTAX vs. SMVTX - 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% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | 17.58% | 18.93% | 10.94% | -13.89% | 29.15% | -1.19% | 33.14% | -8.01% | 11.69% |
Returns By Period
In the year-to-date period, PSTAX achieves a -16.13% return, which is significantly lower than SMVTX's 6.38% return. Both investments have delivered pretty close results over the past 10 years, with PSTAX having a 10.94% annualized return and SMVTX not far ahead at 11.07%.
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%
SMVTX
- 1D
- -0.93%
- 1M
- -6.55%
- YTD
- 6.38%
- 6M
- 11.35%
- 1Y
- 31.66%
- 3Y*
- 18.40%
- 5Y*
- 10.49%
- 10Y*
- 11.07%
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PSTAX vs. SMVTX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than SMVTX's 0.99% expense ratio.
Return for Risk
PSTAX vs. SMVTX — Risk / Return Rank
PSTAX
SMVTX
PSTAX vs. SMVTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX). 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 | SMVTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 1.55 | -1.76 |
Sortino ratioReturn per unit of downside risk | -0.15 | 2.13 | -2.27 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.33 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 2.05 | -2.38 |
Martin ratioReturn relative to average drawdown | -1.21 | 9.92 | -11.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSTAX | SMVTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 1.55 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.52 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.54 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.47 | -0.16 |
Correlation
The correlation between PSTAX and SMVTX is 0.80, 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.
Dividends
PSTAX vs. SMVTX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 9.04%, less than SMVTX's 15.45% 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% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 15.45% | 16.44% | 15.96% | 1.16% | 6.75% | 18.53% | 2.52% | 5.82% | 14.47% | 20.86% | 3.61% | 7.05% |
Drawdowns
PSTAX vs. SMVTX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than SMVTX's maximum drawdown of -54.72%. Use the drawdown chart below to compare losses from any high point for PSTAX and SMVTX.
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Drawdown Indicators
| PSTAX | SMVTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -54.72% | -21.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -14.46% | -5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -25.44% | -19.10% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -45.45% | +0.91% |
Current DrawdownCurrent decline from peak | -24.83% | -7.02% | -17.81% |
Average DrawdownAverage peak-to-trough decline | -32.02% | -8.28% | -23.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 2.99% | +2.40% |
Volatility
PSTAX vs. SMVTX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 6.17% compared to Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) at 5.63%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than SMVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTAX | SMVTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 5.63% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 11.73% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 20.82% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 20.32% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 20.57% | +2.96% |