SCATX vs. PKSFX
Compare and contrast key facts about Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Virtus KAR Small-Cap Core Fund (PKSFX).
SCATX is managed by Virtus. It was launched on Feb 23, 2004. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
SCATX vs. PKSFX - Performance Comparison
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SCATX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | -18.58% | 10.22% | 35.81% | 65.58% | -55.30% | -9.93% | 119.67% | 37.02% | 10.84% | 34.23% |
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, SCATX achieves a -18.58% return, which is significantly lower than PKSFX's -0.51% return. Both investments have delivered pretty close results over the past 10 years, with SCATX having a 14.45% annualized return and PKSFX not far ahead at 14.75%.
SCATX
- 1D
- -1.59%
- 1M
- -11.29%
- YTD
- -18.58%
- 6M
- -20.81%
- 1Y
- 5.43%
- 3Y*
- 15.22%
- 5Y*
- -2.49%
- 10Y*
- 14.45%
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
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SCATX vs. PKSFX - Expense Ratio Comparison
Both SCATX and PKSFX have an expense ratio of 1.00%.
Return for Risk
SCATX vs. PKSFX — Risk / Return Rank
SCATX
PKSFX
SCATX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| SCATX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.14 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.41 | 0.35 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.09 | -0.06 |
Martin ratioReturn relative to average drawdown | 0.08 | 0.19 | -0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCATX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.14 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.43 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.56 | -0.17 |
Correlation
The correlation between SCATX and PKSFX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCATX vs. PKSFX - Dividend Comparison
SCATX has not paid dividends to shareholders, while PKSFX's dividend yield for the trailing twelve months is around 14.37%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 4.30% | 0.00% | 0.00% | 0.00% | 6.18% | 10.09% | 18.59% | 7.30% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
SCATX vs. PKSFX - Drawdown Comparison
The maximum SCATX drawdown since its inception was -66.92%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for SCATX and PKSFX.
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Drawdown Indicators
| SCATX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -54.46% | -12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -26.17% | -11.21% | -14.96% |
Max Drawdown (5Y)Largest decline over 5 years | -63.68% | -22.02% | -41.66% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -33.45% | -33.47% |
Current DrawdownCurrent decline from peak | -30.83% | -11.25% | -19.58% |
Average DrawdownAverage peak-to-trough decline | -15.85% | -7.17% | -8.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 4.92% | +3.59% |
Volatility
SCATX vs. PKSFX - Volatility Comparison
Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a higher volatility of 8.04% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.01%. This indicates that SCATX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCATX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 4.01% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 18.11% | 10.93% | +7.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.45% | 18.88% | +10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.24% | 17.88% | +18.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.55% | 18.78% | +13.77% |