PSTAX vs. STCIX

Last updated Aug 1, 2026

PSTAX (Virtus KAR Capital Growth Fund) and STCIX (Virtus Silvant Large-Cap Growth Stock Fund) are both Large Cap Growth Equities funds from Virtus. Over the past 10 years, PSTAX returned 12.44%/yr vs 16.27%/yr for STCIX. Their correlation of 0.91 means they have usually moved in the same direction. PSTAX charges 1.20%/yr vs 1.23%/yr for STCIX.

Performance

PSTAX vs. STCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Capital Growth Fund (PSTAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSTAX achieves a 0.05% return, which is significantly higher than STCIX's -1.31% return. Over the past 10 years, PSTAX has underperformed STCIX with an annualized return of 12.44%, while STCIX has yielded a comparatively higher 16.27% 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%

STCIX

• 1D: 2.14%
• 1M: -2.15%
• 6M: 0.76%
• YTD: -1.31%
• 1Y: 8.07%
• 3Y*: 18.54%
• 5Y*: 11.65%
• 10Y*: 16.27%
• ALL TIME*: 10.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PSTAX Virtus KAR Capital Growth Fund	$0.00	$0.00	$0.00
STCIX Virtus Silvant Large-Cap Growth Stock Fund	$0.00	$0.00	$0.00

PSTAX vs. STCIX - 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%
STCIX Virtus Silvant Large-Cap Growth Stock Fund	-1.31%	18.87%	32.68%	48.92%	-29.37%	23.90%	36.00%	34.08%	-1.12%	26.84%

Correlation

The correlation between PSTAX and STCIX is 0.88, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.88
Correlation (3Y) Balances recent behavior with more history.	0.89
Correlation (5Y) Shows whether the relationship held over a longer period.	0.92
Correlation (10Y) Provides a long-term view across more market conditions.	0.92
Correlation (All Time) Calculated using the full available price history since Jan 2, 1996	0.91

The correlation between PSTAX and STCIX has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.

Return for Risk

PSTAX vs. STCIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PSTAX

PSTAX Risk / Return Rank: 4
PSTAX Sharpe Ratio Rank: 4
PSTAX Sortino Ratio Rank: 4
PSTAX Omega Ratio Rank: 5
PSTAX Calmar Ratio Rank: 4
PSTAX Martin Ratio Rank: 4

STCIX

STCIX Risk / Return Rank: 10
STCIX Sharpe Ratio Rank: 10
STCIX Sortino Ratio Rank: 10
STCIX Omega Ratio Rank: 10
STCIX Calmar Ratio Rank: 10
STCIX Martin Ratio Rank: 10

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PSTAX vs. STCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). 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	STCIX	Difference
Sharpe ratio: Return per unit of total volatility	-0.04	0.37	-0.42
Sortino ratio: Return per unit of downside risk	0.07	0.63	-0.56
Omega ratio: Gain probability vs. loss probability	1.01	1.08	-0.07
Calmar ratio: Return relative to maximum drawdown	-0.04	0.40	-0.44
Martin ratio: Return relative to average drawdown	-0.13	1.24	-1.37

PSTAX vs. STCIX - Sharpe Ratio Comparison

The current PSTAX Sharpe Ratio is -0.04, which is lower than the STCIX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of PSTAX and STCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PSTAX vs. STCIX - Drawdown Comparison

The maximum PSTAX drawdown since its inception was -76.37%, which is greater than STCIX's maximum drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for PSTAX and STCIX.

Drawdown Indicators

	PSTAX	STCIX	Difference
Max Drawdown Largest peak-to-trough decline	-76.37%	-51.58%	-24.79%
Max Drawdown (1Y) Largest decline over 1 year	-19.58%	-16.20%	-3.38%
Max Drawdown (3Y) Largest decline over 3 years	-29.63%	-22.44%	-7.19%
Max Drawdown (5Y) Largest decline over 5 years	-44.54%	-33.44%	-11.10%
Max Drawdown (10Y) Largest decline over 10 years	-44.54%	-33.44%	-11.10%
Current Drawdown Current decline from peak	-10.33%	-7.97%	-2.36%
Average Drawdown Average peak-to-trough decline	-31.78%	-10.12%	-21.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.47%	5.16%	+1.31%

Volatility

PSTAX vs. STCIX - Volatility Comparison

Virtus KAR Capital Growth Fund (PSTAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX) have volatilities of 5.20% and 4.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSTAX	STCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.20%	4.97%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	16.38%	13.63%	+2.75%
Volatility (1Y) Calculated over the trailing 1-year period	19.23%	17.12%	+2.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.51%	22.16%	+3.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.80%	21.80%	+2.00%

PSTAX vs. STCIX - Expense Ratio Comparison

PSTAX has a 1.20% expense ratio, which is lower than STCIX's 1.23% expense ratio.

Dividends

PSTAX vs. STCIX - Dividend Comparison

PSTAX's dividend yield for the trailing twelve months is around 7.58%, more than STCIX's 2.61% 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%
STCIX Virtus Silvant Large-Cap Growth Stock Fund	2.61%	2.15%	1.15%	3.61%	7.72%	12.40%	11.52%	14.30%	19.54%	52.96%	17.29%	9.82%

Frequently Asked Questions

Can I hold both PSTAX and STCIX in my portfolio?

PSTAX and STCIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSTAX or STCIX?

PSTAX has higher volatility (5.20%) compared to STCIX (4.97%). In terms of maximum drawdown, PSTAX dropped -76.37% vs STCIX's -51.58%.

Which has better risk-adjusted returns?

STCIX currently has the higher Sharpe Ratio (0.37 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.