PXSGX vs. PSFIX
PXSGX (Virtus KAR Small-Cap Growth Fund) and PSFIX (Virtus Newfleet Senior Floating Rate Fund) are both mutual funds - PXSGX is a Small Cap Growth Equities fund managed by Virtus, while PSFIX is a Bank Loan fund managed by Virtus. Over the past 10 years, PXSGX returned 10.64%/yr vs 4.38%/yr for PSFIX. Their 0.21 correlation means their historical movements had little consistent relationship. PXSGX charges 1.07%/yr vs 0.69%/yr for PSFIX.
Performance
PXSGX vs. PSFIX - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a 3.06% return, which is significantly higher than PSFIX's 1.66% return. Over the past 10 years, PXSGX has outperformed PSFIX with an annualized return of 10.64%, while PSFIX has yielded a comparatively lower 4.38% annualized return.
PXSGX
- 1D
- 2.53%
- 1M
- 4.27%
- 6M
- -0.17%
- YTD
- 3.06%
- 1Y
- -10.52%
- 3Y*
- -0.64%
- 5Y*
- -4.30%
- 10Y*
- 10.64%
- ALL TIME*
- 9.57%
PSFIX
- 1D
- 0.00%
- 1M
- 0.12%
- 6M
- 2.06%
- YTD
- 1.66%
- 1Y
- 3.72%
- 3Y*
- 6.31%
- 5Y*
- 5.23%
- 10Y*
- 4.38%
- ALL TIME*
- 6.13%
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. PSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | 3.06% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
PSFIX Virtus Newfleet Senior Floating Rate Fund | 1.66% | 5.11% | 7.59% | 10.67% | -0.21% | 4.51% | 0.94% | 8.29% | -0.95% | 3.11% |
Correlation
The correlation between PXSGX and PSFIX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.21 |
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Return for Risk
PXSGX vs. PSFIX — Risk / Return Rank
PXSGX
PSFIX
PXSGX vs. PSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Virtus Newfleet Senior Floating Rate Fund (PSFIX). 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 | PSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.52 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.58 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 4.22 | -4.63 |
| Martin ratioReturn relative to average drawdown | -0.67 | 13.51 | -14.18 |
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Drawdowns
PXSGX vs. PSFIX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, which is greater than PSFIX's maximum drawdown of -22.76%. Use the drawdown chart below to compare losses from any high point for PXSGX and PSFIX.
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Drawdown Indicators
| PXSGX | PSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -22.76% | -30.96% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -0.88% | -25.64% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -2.62% | -39.87% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -5.78% | -36.71% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -22.76% | -19.73% |
Current DrawdownCurrent decline from peak | -32.00% | -0.12% | -31.88% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -0.85% | -11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.17% | 0.28% | +15.89% |
Volatility
PXSGX vs. PSFIX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.87% compared to Virtus Newfleet Senior Floating Rate Fund (PSFIX) at 0.27%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than PSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSGX | PSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 0.27% | +6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 1.57% | +12.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 2.21% | +17.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.98% | 2.83% | +22.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.66% | 4.16% | +18.50% |
PXSGX vs. PSFIX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than PSFIX's 0.69% expense ratio.
Dividends
PXSGX vs. PSFIX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 46.49%, more than PSFIX's 6.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSFIX Virtus Newfleet Senior Floating Rate Fund | 6.05% | 7.22% | 7.77% | 7.48% | 4.85% | 2.84% | 3.98% | 5.29% | 5.07% | 4.03% | 3.95% | 4.40% |
PXSGX Virtus KAR Small-Cap Growth Fund | 46.49% | 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 PSFIX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.87%) compared to PSFIX (0.27%). In terms of maximum drawdown, PXSGX dropped -53.72% vs PSFIX's -22.76%.
PSFIX currently has the higher Sharpe Ratio (1.69 vs -0.56), 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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