PXSGX vs. PNSAX

In the year-to-date period, PXSGX achieves a -9.98% return, which is significantly lower than PNSAX's -5.47% return. Over the past 10 years, PXSGX has underperformed PNSAX with an annualized return of 5.61%, while PNSAX has yielded a comparatively higher 8.28% annualized return.

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PXSGX has a 1.07% expense ratio, which is lower than PNSAX's 1.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Putnam Small Cap Growth Fund (PNSAX). 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.

The current PXSGX Sharpe Ratio is -0.34, which is lower than the PNSAX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of PXSGX and PNSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PXSGX nor PNSAX has paid dividends to shareholders.

The maximum PXSGX drawdown since its inception was -56.38%, smaller than the maximum PNSAX drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for PXSGX and PNSAX. For additional features, visit the drawdowns tool.

The current volatility for Virtus KAR Small-Cap Growth Fund (PXSGX) is 7.03%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 7.43%. This indicates that PXSGX experiences smaller price fluctuations and is considered to be less risky than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.