PXSGX vs. RYWCX
PXSGX (Virtus KAR Small-Cap Growth Fund) and RYWCX (Rydex S&P SmallCap 600 Pure Growth Fund) are both Small Cap Growth Equities funds. Over the past 10 years, PXSGX returned 10.25%/yr vs 7.43%/yr for RYWCX. Their correlation of 0.86 means they have usually moved in the same direction. PXSGX charges 1.07%/yr vs 2.26%/yr for RYWCX.
Performance
PXSGX vs. RYWCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PXSGX achieves a -1.56% return, which is significantly lower than RYWCX's 24.92% return. Over the past 10 years, PXSGX has outperformed RYWCX with an annualized return of 10.25%, while RYWCX has yielded a comparatively lower 7.43% annualized return.
PXSGX
- 1D
- 0.12%
- 1M
- -0.18%
- 6M
- -4.70%
- YTD
- -1.56%
- 1Y
- -13.56%
- 3Y*
- -2.84%
- 5Y*
- -5.11%
- 10Y*
- 10.25%
- ALL TIME*
- 9.33%
RYWCX
- 1D
- -0.65%
- 1M
- -4.12%
- 6M
- 17.03%
- YTD
- 24.92%
- 1Y
- 33.98%
- 3Y*
- 14.19%
- 5Y*
- 3.37%
- 10Y*
- 7.43%
- ALL TIME*
- 6.72%
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. RYWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -1.56% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 24.92% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
Correlation
The correlation between PXSGX and RYWCX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.86 |
Over the past year, the correlation between PXSGX and RYWCX has dropped to 0.63 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PXSGX vs. RYWCX — Risk / Return Rank
PXSGX
RYWCX
PXSGX vs. RYWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX). 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 | RYWCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.62 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.29 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 3.77 | -4.32 |
| Martin ratioReturn relative to average drawdown | -0.89 | 11.51 | -12.41 |
Loading charts...
Drawdowns
PXSGX vs. RYWCX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, smaller than the maximum RYWCX drawdown of -60.64%. Use the drawdown chart below to compare losses from any high point for PXSGX and RYWCX.
Loading charts...
Drawdown Indicators
| PXSGX | RYWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -60.64% | +6.92% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -8.49% | -18.03% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -26.39% | -16.10% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -40.28% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -54.65% | +12.16% |
Current DrawdownCurrent decline from peak | -35.05% | -5.64% | -29.41% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -13.37% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.12% | 2.78% | +13.34% |
Volatility
PXSGX vs. RYWCX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.10% compared to Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) at 5.64%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than RYWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PXSGX | RYWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.64% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 14.49% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 18.98% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 22.92% | +2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 24.72% | -2.09% |
PXSGX vs. RYWCX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is lower than RYWCX's 2.26% expense ratio.
Dividends
PXSGX vs. RYWCX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.67%, while RYWCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | 48.67% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 0.00% | 0.00% | 14.52% | 0.00% | 0.00% | 59.93% | 0.00% | 0.00% | 9.26% | 3.92% | 0.00% | 0.00% |
Frequently Asked Questions
PXSGX and RYWCX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.10%) compared to RYWCX (5.64%). In terms of maximum drawdown, PXSGX dropped -53.72% vs RYWCX's -60.64%.
RYWCX currently has the higher Sharpe Ratio (1.69 vs -0.76), 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.
Find the right allocation for PXSGX and RYWCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer