PSTAX vs. VIESX
Compare and contrast key facts about Virtus KAR Capital Growth Fund (PSTAX) and Virtus KAR Emerging Markets Small-Cap Fund (VIESX).
PSTAX is managed by Virtus. It was launched on Oct 16, 1995. VIESX is managed by Virtus. It was launched on Dec 16, 2013.
Performance
PSTAX vs. VIESX - Performance Comparison
Loading graphics...
PSTAX vs. VIESX - 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% |
VIESX Virtus KAR Emerging Markets Small-Cap Fund | -1.89% | 13.61% | 3.62% | 21.83% | -22.92% | -1.62% | 38.88% | 18.28% | -5.40% | 31.01% |
Returns By Period
In the year-to-date period, PSTAX achieves a -16.13% return, which is significantly lower than VIESX's -1.89% return. Over the past 10 years, PSTAX has outperformed VIESX with an annualized return of 10.94%, while VIESX has yielded a comparatively lower 9.25% 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%
VIESX
- 1D
- -0.25%
- 1M
- -9.73%
- YTD
- -1.89%
- 6M
- -4.15%
- 1Y
- 8.16%
- 3Y*
- 9.67%
- 5Y*
- 1.66%
- 10Y*
- 9.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSTAX vs. VIESX - Expense Ratio Comparison
PSTAX has a 1.20% expense ratio, which is lower than VIESX's 1.51% expense ratio.
Return for Risk
PSTAX vs. VIESX — Risk / Return Rank
PSTAX
VIESX
PSTAX vs. VIESX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Capital Growth Fund (PSTAX) and Virtus KAR Emerging Markets Small-Cap Fund (VIESX). 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 | VIESX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 0.62 | -0.82 |
Sortino ratioReturn per unit of downside risk | -0.15 | 0.91 | -1.06 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.12 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 0.62 | -0.95 |
Martin ratioReturn relative to average drawdown | -1.21 | 1.95 | -3.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSTAX | VIESX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.62 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.13 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.70 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.49 | -0.18 |
Correlation
The correlation between PSTAX and VIESX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PSTAX vs. VIESX - Dividend Comparison
PSTAX's dividend yield for the trailing twelve months is around 9.04%, more than VIESX's 2.85% 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% |
VIESX Virtus KAR Emerging Markets Small-Cap Fund | 2.85% | 2.79% | 3.64% | 0.00% | 0.00% | 8.80% | 1.17% | 2.06% | 0.38% | 0.83% | 2.01% | 2.24% |
Drawdowns
PSTAX vs. VIESX - Drawdown Comparison
The maximum PSTAX drawdown since its inception was -76.37%, which is greater than VIESX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PSTAX and VIESX.
Loading graphics...
Drawdown Indicators
| PSTAX | VIESX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.37% | -35.10% | -41.27% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -10.58% | -9.00% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -35.10% | -9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -44.54% | -35.10% | -9.44% |
Current DrawdownCurrent decline from peak | -24.83% | -10.58% | -14.25% |
Average DrawdownAverage peak-to-trough decline | -32.02% | -9.81% | -22.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 3.37% | +2.02% |
Volatility
PSTAX vs. VIESX - Volatility Comparison
Virtus KAR Capital Growth Fund (PSTAX) has a higher volatility of 6.17% compared to Virtus KAR Emerging Markets Small-Cap Fund (VIESX) at 4.78%. This indicates that PSTAX's price experiences larger fluctuations and is considered to be riskier than VIESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSTAX | VIESX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 4.78% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 8.19% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 12.37% | +8.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 13.10% | +11.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 13.18% | +10.35% |