PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
STHTX vs. PHYSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between STHTX and PHYSX is -0.01. 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.


-0.50.00.51.0-0.0

Performance

STHTX vs. PHYSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Seix High Income Fund (STHTX) and PIA High Yield Fund (PHYSX). The values are adjusted to include any dividend payments, if applicable.

0.00%1.00%2.00%3.00%4.00%SeptemberOctoberNovemberDecember2025February0
4.32%
STHTX
PHYSX

Key characteristics

Returns By Period


STHTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PHYSX

YTD

0.72%

1M

0.39%

6M

4.31%

1Y

10.44%

5Y*

5.55%

10Y*

5.65%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


STHTX vs. PHYSX - Expense Ratio Comparison

STHTX has a 0.68% expense ratio, which is lower than PHYSX's 0.86% expense ratio.


PHYSX
PIA High Yield Fund
Expense ratio chart for PHYSX: current value at 0.86% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.86%
Expense ratio chart for STHTX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

Risk-Adjusted Performance

STHTX vs. PHYSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STHTX
The Risk-Adjusted Performance Rank of STHTX is 9292
Overall Rank
The Sharpe Ratio Rank of STHTX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of STHTX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of STHTX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of STHTX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of STHTX is 9595
Martin Ratio Rank

PHYSX
The Risk-Adjusted Performance Rank of PHYSX is 9797
Overall Rank
The Sharpe Ratio Rank of PHYSX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of PHYSX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of PHYSX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of PHYSX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of PHYSX is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

STHTX vs. PHYSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Income Fund (STHTX) and PIA High Yield Fund (PHYSX). 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.


Sharpe ratio
No data
STHTX
PHYSX


Rolling 12-month Sharpe Ratio4.004.505.005.50SeptemberOctoberNovemberDecember2025February
3.98
STHTX
PHYSX

Dividends

STHTX vs. PHYSX - Dividend Comparison

STHTX has not paid dividends to shareholders, while PHYSX's dividend yield for the trailing twelve months is around 7.65%.


TTM20242023202220212020201920182017201620152014
STHTX
Virtus Seix High Income Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.39%9.09%0.00%0.00%
PHYSX
PIA High Yield Fund
7.65%7.68%7.40%8.23%6.13%6.30%6.61%6.52%6.39%6.10%6.41%5.82%

Drawdowns

STHTX vs. PHYSX - Drawdown Comparison


-1.00%-0.80%-0.60%-0.40%-0.20%0.00%SeptemberOctoberNovemberDecember2025February00
STHTX
PHYSX

Volatility

STHTX vs. PHYSX - Volatility Comparison

The current volatility for Virtus Seix High Income Fund (STHTX) is 0.00%, while PIA High Yield Fund (PHYSX) has a volatility of 0.67%. This indicates that STHTX experiences smaller price fluctuations and is considered to be less risky than PHYSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%SeptemberOctoberNovemberDecember2025February0
0.67%
STHTX
PHYSX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab