PXSGX vs. PKSFX
PXSGX (Virtus KAR Small-Cap Growth Fund) and PKSFX (Virtus KAR Small-Cap Core Fund) are both mutual funds - PXSGX is a Small Cap Growth Equities fund managed by Virtus, while PKSFX is a Mid Cap Growth Equities fund managed by Virtus. Over the past 10 years, PXSGX returned 10.14%/yr vs 15.08%/yr for PKSFX. Their correlation of 0.89 means they have usually moved in the same direction. PXSGX charges 1.07%/yr vs 1.00%/yr for PKSFX.
Performance
PXSGX vs. PKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a -1.68% return, which is significantly lower than PKSFX's 7.36% return. Over the past 10 years, PXSGX has underperformed PKSFX with an annualized return of 10.14%, while PKSFX has yielded a comparatively higher 15.08% annualized return.
PXSGX
- 1D
- -1.96%
- 1M
- -0.29%
- 6M
- -4.28%
- YTD
- -1.68%
- 1Y
- -13.66%
- 3Y*
- -3.04%
- 5Y*
- -5.13%
- 10Y*
- 10.14%
- ALL TIME*
- 9.32%
PKSFX
- 1D
- -0.70%
- 1M
- -2.66%
- 6M
- 0.46%
- YTD
- 7.36%
- 1Y
- 6.06%
- 3Y*
- 8.90%
- 5Y*
- 8.16%
- 10Y*
- 15.08%
- ALL TIME*
- 10.85%
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 |
PXSGX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -1.68% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
PKSFX Virtus KAR Small-Cap Core Fund | 7.36% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Correlation
The correlation between PXSGX and PKSFX is 0.83, 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. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.89 |
The correlation between PXSGX and PKSFX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
PXSGX vs. PKSFX — Risk / Return Rank
PXSGX
PKSFX
PXSGX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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 | PKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.05 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 0.36 | -0.96 |
| Martin ratioReturn relative to average drawdown | -1.00 | 0.71 | -1.71 |
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Drawdowns
PXSGX vs. PKSFX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, roughly equal to the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for PXSGX and PKSFX.
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Drawdown Indicators
| PXSGX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -54.46% | +0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -11.19% | -15.33% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -21.82% | -20.67% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -22.02% | -20.47% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -33.45% | -9.04% |
Current DrawdownCurrent decline from peak | -35.13% | -4.23% | -30.90% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -7.16% | -4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.09% | 5.61% | +10.48% |
Volatility
PXSGX vs. PKSFX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.18% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.20%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSGX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 4.20% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 11.00% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.17% | 15.68% | +3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.94% | 18.00% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 18.80% | +3.83% |
PXSGX vs. PKSFX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Dividends
PXSGX vs. PKSFX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.73%, more than PKSFX's 13.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 13.32% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
PXSGX Virtus KAR Small-Cap Growth Fund | 48.73% | 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 PKSFX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.18%) compared to PKSFX (4.20%). In terms of maximum drawdown, PXSGX dropped -53.72% vs PKSFX's -54.46%.
PKSFX currently has the higher Sharpe Ratio (0.25 vs -0.84), 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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