PSTAX vs. STGIX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Virtus Seix Core Bond Fund (STGIX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. STGIX is managed by Virtus. It was launched on Jun 11, 1992.
Performance
PSTAX vs. STGIX - Performance Comparison
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PSTAX vs. STGIX - 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% |
STGIX Virtus Seix Core Bond Fund | -0.59% | 6.38% | 0.35% | 4.54% | -13.84% | -1.58% | 8.89% | 7.48% | -0.27% | 2.91% |
Returns By Period
In the year-to-date period, PSTAX achieves a -16.13% return, which is significantly lower than STGIX's -0.59% return. Over the past 10 years, PSTAX has outperformed STGIX with an annualized return of 10.94%, while STGIX has yielded a comparatively lower 1.24% 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%
STGIX
- 1D
- 0.54%
- 1M
- -2.31%
- YTD
- -0.59%
- 6M
- 0.31%
- 1Y
- 3.02%
- 3Y*
- 2.41%
- 5Y*
- -0.52%
- 10Y*
- 1.24%
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PSTAX vs. STGIX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is higher than STGIX's 0.64% expense ratio.
Return for Risk
PSTAX vs. STGIX — Risk / Return Rank
PSTAX
STGIX
PSTAX vs. STGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus Seix Core Bond Fund (STGIX). 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 | STGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 0.83 | -1.04 |
Sortino ratioReturn per unit of downside risk | -0.15 | 1.20 | -1.34 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.15 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.46 | -1.80 |
Martin ratioReturn relative to average drawdown | -1.21 | 3.99 | -5.20 |
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 | STGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.83 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | -0.09 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.25 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.84 | -0.53 |
Correlation
The correlation between PSTAX and STGIX is -0.13. 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. STGIX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 9.04%, more than STGIX's 3.64% 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% |
STGIX Virtus Seix Core Bond Fund | 3.64% | 4.01% | 3.38% | 3.23% | 2.74% | 1.23% | 3.09% | 2.00% | 2.29% | 1.92% | 3.76% | 2.67% |
Drawdowns
PSTAX vs. STGIX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than STGIX's maximum drawdown of -18.86%. Use the drawdown chart below to compare losses from any high point for PSTAX and STGIX.
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Drawdown Indicators
| PSTAX | STGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -18.86% | -57.51% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -2.83% | -16.75% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -18.52% | -26.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -18.86% | -25.68% |
Current DrawdownCurrent decline from peak | -24.83% | -6.15% | -18.68% |
Average DrawdownAverage peak-to-trough decline | -32.02% | -2.77% | -29.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 1.04% | +4.35% |
Volatility
PSTAX vs. STGIX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 6.17% compared to Virtus Seix Core Bond Fund (STGIX) at 1.49%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than STGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTAX | STGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 1.49% | +4.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 2.49% | +9.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 4.33% | +16.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 5.92% | +19.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 4.91% | +18.62% |