PXSGX vs. NBGIX
PXSGX (Virtus KAR Small-Cap Growth Fund) and NBGIX (Neuberger Berman Genesis Fund Institutional Class) are both Small Cap Growth Equities funds. Over the past 10 years, PXSGX returned 10.48%/yr vs 9.87%/yr for NBGIX. Their correlation of 0.88 suggests significant overlap in exposure. PXSGX charges 1.07%/yr vs 0.84%/yr for NBGIX.
Performance
PXSGX vs. NBGIX - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a -5.55% return, which is significantly lower than NBGIX's 10.74% return. Over the past 10 years, PXSGX has outperformed NBGIX with an annualized return of 10.48%, while NBGIX has yielded a comparatively lower 9.87% annualized return.
PXSGX
- 1D
- 2.70%
- 1M
- 2.64%
- YTD
- -5.55%
- 6M
- -7.42%
- 1Y
- -19.98%
- 3Y*
- -1.07%
- 5Y*
- -5.65%
- 10Y*
- 10.48%
NBGIX
- 1D
- 1.41%
- 1M
- 3.15%
- YTD
- 10.74%
- 6M
- 8.21%
- 1Y
- 11.36%
- 3Y*
- 7.56%
- 5Y*
- 3.24%
- 10Y*
- 9.87%
PXSGX vs. NBGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -5.55% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 10.74% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
Correlation
The correlation between PXSGX and NBGIX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.88 |
The correlation between PXSGX and NBGIX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.
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Return for Risk
PXSGX vs. NBGIX — Risk / Return Rank
PXSGX
NBGIX
PXSGX vs. NBGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.
| PXSGX | NBGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.12 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 0.97 | -1.71 |
| Martin ratioReturn relative to average drawdown | -1.24 | 2.58 | -3.82 |
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Drawdowns
PXSGX vs. NBGIX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, roughly equal to the maximum NBGIX drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for PXSGX and NBGIX.
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Drawdown Indicators
| PXSGX | NBGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -51.62% | -2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -10.75% | -17.62% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -27.48% | -15.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -28.27% | -14.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -34.53% | -7.96% |
Current DrawdownCurrent decline from peak | -37.68% | -5.53% | -32.15% |
Average DrawdownAverage peak-to-trough decline | -11.84% | -7.47% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.91% | 4.02% | +12.89% |
Volatility
PXSGX vs. NBGIX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 5.09% compared to Neuberger Berman Genesis Fund Institutional Class (NBGIX) at 4.64%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than NBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSGX | NBGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 4.64% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.54% | 11.66% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 16.30% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 19.71% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.60% | 20.21% | +2.39% |
PXSGX vs. NBGIX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than NBGIX's 0.84% expense ratio.
Dividends
PXSGX vs. NBGIX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 50.72%, more than NBGIX's 14.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.82% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
PXSGX Virtus KAR Small-Cap Growth Fund | 50.72% | 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
PXSGX and NBGIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (5.09%) compared to NBGIX (4.64%). In terms of maximum drawdown, PXSGX dropped -53.72% vs NBGIX's -51.62%.
NBGIX currently has the higher Sharpe Ratio (0.64 vs -1.12), 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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