PXQSX vs. PXSGX
PXQSX (Virtus KAR Small-Cap Value Fund) and PXSGX (Virtus KAR Small-Cap Growth Fund) are both Small Cap Growth Equities funds from Virtus. Over the past 10 years, PXQSX returned 8.25%/yr vs 10.36%/yr for PXSGX. Their correlation of 0.85 means they have usually moved in the same direction. PXQSX charges 0.96%/yr vs 1.07%/yr for PXSGX.
Performance
PXQSX vs. PXSGX - Performance Comparison
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Returns By Period
In the year-to-date period, PXQSX achieves a 10.39% return, which is significantly higher than PXSGX's 0.52% return. Over the past 10 years, PXQSX has underperformed PXSGX with an annualized return of 8.25%, while PXSGX has yielded a comparatively higher 10.36% annualized return.
PXQSX
- 1D
- 1.89%
- 1M
- 2.01%
- 6M
- 3.29%
- YTD
- 10.39%
- 1Y
- 7.36%
- 3Y*
- 7.69%
- 5Y*
- 1.91%
- 10Y*
- 8.25%
- ALL TIME*
- 8.19%
PXSGX
- 1D
- 2.11%
- 1M
- 1.93%
- 6M
- -1.36%
- YTD
- 0.52%
- 1Y
- -13.02%
- 3Y*
- -1.46%
- 5Y*
- -4.60%
- 10Y*
- 10.36%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PXQSX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXQSX Virtus KAR Small-Cap Value Fund | 10.39% | -4.50% | 9.63% | 19.10% | -24.29% | 19.50% | 28.16% | 24.87% | -15.95% | 18.90% |
PXSGX Virtus KAR Small-Cap Growth Fund | 0.52% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Correlation
The correlation between PXQSX and PXSGX is 0.82, 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. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.85 |
The correlation between PXQSX and PXSGX has been stable across timeframes, ranging from 0.80 to 0.86 - a consistent structural relationship.
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Return for Risk
PXQSX vs. PXSGX — Risk / Return Rank
PXQSX
PXSGX
PXQSX vs. PXSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Value Fund (PXQSX) and Virtus KAR Small-Cap Growth Fund (PXSGX). 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.
| PXQSX | PXSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.92 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | -0.44 | +1.08 |
| Martin ratioReturn relative to average drawdown | 1.29 | -0.73 | +2.02 |
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Drawdowns
PXQSX vs. PXSGX - Drawdown Comparison
The maximum PXQSX drawdown since its inception was -55.56%, roughly equal to the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PXQSX and PXSGX.
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Drawdown Indicators
| PXQSX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.56% | -53.72% | -1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -26.52% | +13.27% |
Max Drawdown (3Y)Largest decline over 3 years | -22.87% | -42.49% | +19.62% |
Max Drawdown (5Y)Largest decline over 5 years | -31.49% | -42.49% | +11.00% |
Max Drawdown (10Y)Largest decline over 10 years | -37.65% | -42.49% | +4.84% |
Current DrawdownCurrent decline from peak | -5.14% | -33.68% | +28.54% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -11.96% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 16.15% | -9.59% |
Volatility
PXQSX vs. PXSGX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Value Fund (PXQSX) is 4.94%, while Virtus KAR Small-Cap Growth Fund (PXSGX) has a volatility of 6.43%. This indicates that PXQSX experiences smaller price fluctuations and is considered to be less risky than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXQSX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 6.43% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 13.75% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 19.22% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 24.96% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.51% | 22.65% | -2.14% |
PXQSX vs. PXSGX - Expense Ratio Comparison
PXQSX has a 0.96% expense ratio, which is lower than PXSGX's 1.07% expense ratio.
Dividends
PXQSX vs. PXSGX - Dividend Comparison
PXQSX's dividend yield for the trailing twelve months is around 5.26%, less than PXSGX's 47.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXQSX Virtus KAR Small-Cap Value Fund | 5.26% | 5.81% | 4.90% | 2.99% | 3.37% | 1.76% | 0.82% | 0.80% | 2.54% | 5.32% | 8.89% | 7.58% |
PXSGX Virtus KAR Small-Cap Growth Fund | 47.66% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Frequently Asked Questions
PXQSX and PXSGX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.43%) compared to PXQSX (4.94%). In terms of maximum drawdown, PXQSX dropped -55.56% vs PXSGX's -53.72%.
PXQSX currently has the higher Sharpe Ratio (0.50 vs -0.61), 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.
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