SAVYX vs. PSTAX
Compare and contrast key facts about Virtus Newfleet Core Plus Bond Fund (SAVYX) and Virtus KAR Capital Growth Fund (PSTAX).
SAVYX is managed by Virtus. It was launched on Mar 7, 1996. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
SAVYX vs. PSTAX - Performance Comparison
Loading graphics...
SAVYX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.68% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
PSTAX Virtus KAR Capital Growth Fund | -16.13% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Returns By Period
In the year-to-date period, SAVYX achieves a -0.68% return, which is significantly higher than PSTAX's -16.13% return. Over the past 10 years, SAVYX has underperformed PSTAX with an annualized return of 2.67%, while PSTAX has yielded a comparatively higher 10.94% annualized return.
SAVYX
- 1D
- 0.39%
- 1M
- -2.40%
- YTD
- -0.68%
- 6M
- 0.37%
- 1Y
- 4.16%
- 3Y*
- 4.11%
- 5Y*
- 0.96%
- 10Y*
- 2.67%
PSTAX
- 1D
- -0.60%
- 1M
- -11.00%
- YTD
- -16.13%
- 6M
- -17.04%
- 1Y
- -4.28%
- 3Y*
- 10.81%
- 5Y*
- 1.96%
- 10Y*
- 10.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAVYX vs. PSTAX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
SAVYX vs. PSTAX — Risk / Return Rank
SAVYX
PSTAX
SAVYX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) 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.
| SAVYX | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | -0.20 | +1.38 |
Sortino ratioReturn per unit of downside risk | 1.70 | -0.15 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.98 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | -0.33 | +2.17 |
Martin ratioReturn relative to average drawdown | 6.15 | -1.21 | +7.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SAVYX | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | -0.20 | +1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.08 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.47 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.31 | +0.96 |
Correlation
The correlation between SAVYX and PSTAX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SAVYX vs. PSTAX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.61%, less than PSTAX's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.61% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
PSTAX Virtus KAR Capital Growth Fund | 9.04% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Drawdowns
SAVYX vs. PSTAX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SAVYX and PSTAX.
Loading graphics...
Drawdown Indicators
| SAVYX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -76.37% | +59.91% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -19.58% | +16.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -44.54% | +28.08% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -44.54% | +28.08% |
Current DrawdownCurrent decline from peak | -2.40% | -24.83% | +22.43% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -32.02% | +30.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 5.39% | -4.56% |
Volatility
SAVYX vs. PSTAX - Volatility Comparison
The current volatility for Virtus Newfleet Core Plus Bond Fund (SAVYX) is 1.42%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 6.17%. This indicates that SAVYX 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.
Loading graphics...
Volatility by Period
| SAVYX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 6.17% | -4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 11.99% | -9.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 21.28% | -17.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 25.09% | -20.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.28% | 23.53% | -19.25% |