SAMFX vs. PSTAX
SAMFX (Virtus Seix Total Return Bond Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - SAMFX is a Intermediate Core-Plus Bond fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, SAMFX returned 1.08%/yr vs 12.44%/yr for PSTAX. Their -0.14 correlation means they have often moved in opposite directions in the past. SAMFX charges 0.46%/yr vs 1.20%/yr for PSTAX.
Performance
SAMFX vs. PSTAX - Performance Comparison
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Returns By Period
In the year-to-date period, SAMFX achieves a -0.77% return, which is significantly lower than PSTAX's 0.05% return. Over the past 10 years, SAMFX has underperformed PSTAX with an annualized return of 1.08%, while PSTAX has yielded a comparatively higher 12.44% annualized return.
SAMFX
- 1D
- 0.11%
- 1M
- -1.29%
- 6M
- -1.08%
- YTD
- -0.77%
- 1Y
- 1.72%
- 3Y*
- 2.88%
- 5Y*
- -0.99%
- 10Y*
- 1.08%
- ALL TIME*
- 2.46%
PSTAX
- 1D
- 1.70%
- 1M
- -4.81%
- 6M
- 1.91%
- YTD
- 0.05%
- 1Y
- 1.60%
- 3Y*
- 11.72%
- 5Y*
- 3.75%
- 10Y*
- 12.44%
- ALL TIME*
- 7.75%
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 |
SAMFX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMFX Virtus Seix Total Return Bond Fund | -0.77% | 6.87% | 0.43% | 4.35% | -13.57% | -1.44% | 10.24% | 7.12% | -0.32% | 2.68% |
PSTAX Virtus KAR Capital Growth Fund | 0.05% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Correlation
The correlation between SAMFX and PSTAX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1998 | -0.14 |
The correlation between SAMFX and PSTAX shifts across timeframes, from -0.14 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SAMFX vs. PSTAX — Risk / Return Rank
SAMFX
PSTAX
SAMFX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Total Return Bond Fund (SAMFX) and Virtus KAR Capital Growth Fund (PSTAX). 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.
| SAMFX | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.01 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | -0.04 | +0.98 |
| Martin ratioReturn relative to average drawdown | 2.38 | -0.13 | +2.52 |
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Drawdowns
SAMFX vs. PSTAX - Drawdown Comparison
The maximum SAMFX drawdown since its inception was -18.72%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SAMFX and PSTAX.
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Drawdown Indicators
| SAMFX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.72% | -76.37% | +57.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -19.58% | +16.49% |
Max Drawdown (3Y)Largest decline over 3 years | -5.34% | -29.63% | +24.29% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -44.54% | +26.59% |
Max Drawdown (10Y)Largest decline over 10 years | -18.72% | -44.54% | +25.82% |
Current DrawdownCurrent decline from peak | -5.91% | -10.33% | +4.42% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -31.78% | +28.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 6.47% | -5.27% |
Volatility
SAMFX vs. PSTAX - Volatility Comparison
The current volatility for Virtus Seix Total Return Bond Fund (SAMFX) is 0.97%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 5.20%. This indicates that SAMFX experiences smaller price fluctuations and is considered to be less risky than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAMFX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 5.20% | -4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 3.04% | 16.38% | -13.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.81% | 19.23% | -15.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 25.51% | -19.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 23.80% | -18.91% |
SAMFX vs. PSTAX - Expense Ratio Comparison
SAMFX has a 0.46% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Dividends
SAMFX vs. PSTAX - Dividend Comparison
SAMFX's dividend yield for the trailing twelve months is around 3.96%, less than PSTAX's 7.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 7.58% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
SAMFX Virtus Seix Total Return Bond Fund | 3.96% | 4.25% | 3.57% | 3.16% | 3.33% | 1.09% | 1.99% | 1.95% | 2.09% | 2.36% | 3.59% | 2.12% |
Frequently Asked Questions
SAMFX and PSTAX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSTAX has higher volatility (5.20%) compared to SAMFX (0.97%). In terms of maximum drawdown, SAMFX dropped -18.72% vs PSTAX's -76.37%.
SAMFX currently has the higher Sharpe Ratio (0.76 vs -0.04), 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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