SISIX vs. PSTAX
SISIX (Virtus Seix Investment Grade Tax-Exempt Bond Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - SISIX is a Municipal Bonds fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, SISIX returned 1.42%/yr vs 12.44%/yr for PSTAX. Their -0.05 correlation means they have often moved in opposite directions in the past. SISIX charges 0.69%/yr vs 1.20%/yr for PSTAX.
Performance
SISIX vs. PSTAX - Performance Comparison
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Returns By Period
In the year-to-date period, SISIX achieves a -0.16% return, which is significantly lower than PSTAX's 0.05% return. Over the past 10 years, SISIX has underperformed PSTAX with an annualized return of 1.42%, while PSTAX has yielded a comparatively higher 12.44% annualized return.
SISIX
- 1D
- -0.18%
- 1M
- -1.80%
- 6M
- -1.08%
- YTD
- -0.16%
- 1Y
- 3.25%
- 3Y*
- 2.32%
- 5Y*
- 0.25%
- 10Y*
- 1.42%
- ALL TIME*
- 4.10%
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 |
SISIX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SISIX Virtus Seix Investment Grade Tax-Exempt Bond Fund | -0.16% | 3.71% | 0.76% | 4.85% | -6.63% | -0.23% | 5.59% | 6.44% | 0.24% | 3.66% |
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 SISIX and PSTAX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1996 | -0.05 |
The correlation between SISIX and PSTAX shifts across timeframes, from -0.05 (all time) to 0.24 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SISIX vs. PSTAX — Risk / Return Rank
SISIX
PSTAX
SISIX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Investment Grade Tax-Exempt Bond Fund (SISIX) 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.
| SISIX | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.01 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.04 | +1.55 |
| Martin ratioReturn relative to average drawdown | 4.55 | -0.13 | +4.68 |
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Drawdowns
SISIX vs. PSTAX - Drawdown Comparison
The maximum SISIX drawdown since its inception was -14.04%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SISIX and PSTAX.
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Drawdown Indicators
| SISIX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.04% | -76.37% | +62.33% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -19.58% | +17.00% |
Max Drawdown (3Y)Largest decline over 3 years | -3.58% | -29.63% | +26.05% |
Max Drawdown (5Y)Largest decline over 5 years | -11.08% | -44.54% | +33.46% |
Max Drawdown (10Y)Largest decline over 10 years | -11.08% | -44.54% | +33.46% |
Current DrawdownCurrent decline from peak | -2.04% | -10.33% | +8.29% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -31.78% | +30.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 6.47% | -5.62% |
Volatility
SISIX vs. PSTAX - Volatility Comparison
The current volatility for Virtus Seix Investment Grade Tax-Exempt Bond Fund (SISIX) is 0.84%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 5.20%. This indicates that SISIX 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
| SISIX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 5.20% | -4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 16.38% | -14.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.22% | 19.23% | -17.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.90% | 25.51% | -22.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.35% | 23.80% | -20.45% |
SISIX vs. PSTAX - Expense Ratio Comparison
SISIX has a 0.69% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Dividends
SISIX vs. PSTAX - Dividend Comparison
SISIX's dividend yield for the trailing twelve months is around 2.30%, 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% |
SISIX Virtus Seix Investment Grade Tax-Exempt Bond Fund | 2.30% | 2.51% | 2.04% | 2.03% | 1.50% | 1.98% | 3.18% | 3.94% | 2.83% | 2.47% | 4.50% | 3.42% |
Frequently Asked Questions
SISIX and PSTAX have a correlation of 0.24, 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 SISIX (0.84%). In terms of maximum drawdown, SISIX dropped -14.04% vs PSTAX's -76.37%.
SISIX currently has the higher Sharpe Ratio (1.75 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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