SFLTX vs. PSTAX
Compare and contrast key facts about Virtus Seix High Grade Municipal Bond Fund (SFLTX) and Virtus KAR Capital Growth Fund (PSTAX).
SFLTX is managed by Virtus. It was launched on Jan 17, 1994. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
SFLTX vs. PSTAX - Performance Comparison
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SFLTX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFLTX Virtus Seix High Grade Municipal Bond Fund | -0.80% | 3.51% | -0.51% | 6.29% | -8.67% | 0.05% | 6.67% | 7.55% | 0.22% | 5.40% |
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, SFLTX achieves a -0.80% return, which is significantly higher than PSTAX's -16.13% return. Over the past 10 years, SFLTX has underperformed PSTAX with an annualized return of 1.75%, while PSTAX has yielded a comparatively higher 10.94% annualized return.
SFLTX
- 1D
- 0.18%
- 1M
- -3.11%
- YTD
- -0.80%
- 6M
- 0.98%
- 1Y
- 3.67%
- 3Y*
- 1.83%
- 5Y*
- 0.12%
- 10Y*
- 1.75%
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%
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SFLTX vs. PSTAX - Expense Ratio Comparison
SFLTX has a 0.74% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
SFLTX vs. PSTAX — Risk / Return Rank
SFLTX
PSTAX
SFLTX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Grade Municipal Bond Fund (SFLTX) 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.
| SFLTX | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | -0.20 | +1.20 |
Sortino ratioReturn per unit of downside risk | 1.34 | -0.15 | +1.49 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.98 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | -0.33 | +1.45 |
Martin ratioReturn relative to average drawdown | 3.35 | -1.21 | +4.56 |
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
| SFLTX | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | -0.20 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.08 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.31 | +0.88 |
Correlation
The correlation between SFLTX and PSTAX is -0.06. 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
SFLTX vs. PSTAX - Dividend Comparison
SFLTX's dividend yield for the trailing twelve months is around 2.77%, less than PSTAX's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFLTX Virtus Seix High Grade Municipal Bond Fund | 2.77% | 2.94% | 2.28% | 2.34% | 2.05% | 2.02% | 3.45% | 3.66% | 2.93% | 2.43% | 5.99% | 3.10% |
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
SFLTX vs. PSTAX - Drawdown Comparison
The maximum SFLTX drawdown since its inception was -13.50%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SFLTX and PSTAX.
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Drawdown Indicators
| SFLTX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.50% | -76.37% | +62.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.93% | -19.58% | +15.65% |
Max Drawdown (5Y)Largest decline over 5 years | -13.50% | -44.54% | +31.04% |
Max Drawdown (10Y)Largest decline over 10 years | -13.50% | -44.54% | +31.04% |
Current DrawdownCurrent decline from peak | -3.11% | -24.83% | +21.72% |
Average DrawdownAverage peak-to-trough decline | -1.96% | -32.02% | +30.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 5.39% | -4.08% |
Volatility
SFLTX vs. PSTAX - Volatility Comparison
The current volatility for Virtus Seix High Grade Municipal Bond Fund (SFLTX) is 1.18%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 6.17%. This indicates that SFLTX 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
| SFLTX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 6.17% | -4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 11.99% | -10.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 21.28% | -17.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 25.09% | -21.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 23.53% | -19.73% |