SGARX vs. PSTAX
SGARX (Virtus SGA Global Growth Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - SGARX is a Global Equities fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 5 years, SGARX returned -0.01%/yr vs 3.75%/yr for PSTAX. Their correlation of 0.89 means they have usually moved in the same direction. SGARX charges 0.91%/yr vs 1.20%/yr for PSTAX.
Performance
SGARX vs. PSTAX - Performance Comparison
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Returns By Period
In the year-to-date period, SGARX achieves a -6.28% return, which is significantly lower than PSTAX's 0.05% return.
SGARX
- 1D
- 1.61%
- 1M
- -0.52%
- 6M
- -3.82%
- YTD
- -6.28%
- 1Y
- -6.13%
- 3Y*
- 4.28%
- 5Y*
- -0.01%
- 10Y*
- —
- ALL TIME*
- 6.72%
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 |
SGARX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SGARX Virtus SGA Global Growth Fund | -6.28% | 3.75% | 9.88% | 27.17% | -25.69% | 8.31% | 31.26% | 11.44% |
PSTAX Virtus KAR Capital Growth Fund | 0.05% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 11.38% |
Correlation
The correlation between SGARX and PSTAX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since May 9, 2019 | 0.89 |
The correlation between SGARX and PSTAX has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
SGARX vs. PSTAX — Risk / Return Rank
SGARX
PSTAX
SGARX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus SGA Global Growth Fund (SGARX) 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.
| SGARX | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.01 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | -0.04 | -0.41 |
| Martin ratioReturn relative to average drawdown | -1.14 | -0.13 | -1.00 |
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Drawdowns
SGARX vs. PSTAX - Drawdown Comparison
The maximum SGARX drawdown since its inception was -37.07%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SGARX and PSTAX.
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Drawdown Indicators
| SGARX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.07% | -76.37% | +39.30% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -19.58% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -33.86% | -29.63% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -44.54% | +7.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.54% | — |
Current DrawdownCurrent decline from peak | -25.00% | -10.33% | -14.67% |
Average DrawdownAverage peak-to-trough decline | -13.27% | -31.78% | +18.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 6.47% | +1.19% |
Volatility
SGARX vs. PSTAX - Volatility Comparison
The current volatility for Virtus SGA Global Growth Fund (SGARX) is 4.12%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 5.20%. This indicates that SGARX 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
| SGARX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 5.20% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 16.38% | -4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 19.23% | -4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.67% | 25.51% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 23.80% | -0.51% |
SGARX vs. PSTAX - Expense Ratio Comparison
SGARX has a 0.91% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Dividends
SGARX vs. PSTAX - Dividend Comparison
SGARX's dividend yield for the trailing twelve months is around 13.62%, more 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% |
SGARX Virtus SGA Global Growth Fund | 13.62% | 12.76% | 25.64% | 0.00% | 2.52% | 6.86% | 3.18% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGARX and PSTAX have a correlation of 0.81, 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 SGARX (4.12%). In terms of maximum drawdown, SGARX dropped -37.07% vs PSTAX's -76.37%.
PSTAX currently has the higher Sharpe Ratio (-0.04 vs -0.58), 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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