STITX vs. PXSGX

Last updated Jun 4, 2026

STITX (Virtus SGA International Growth Fund) and PXSGX (Virtus KAR Small-Cap Growth Fund) are both mutual funds - STITX is a Foreign Large Cap Equities fund managed by Virtus, while PXSGX is a Small Cap Growth Equities fund managed by Virtus. Over the past 10 years, STITX returned 10.49%/yr vs 9.99%/yr for PXSGX. A 0.68 correlation means they provide meaningful diversification when combined. STITX charges 1.08%/yr vs 1.07%/yr for PXSGX.

Performance

STITX vs. PXSGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus SGA International Growth Fund (STITX) and Virtus KAR Small-Cap Growth Fund (PXSGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STITX achieves a -1.97% return, which is significantly higher than PXSGX's -8.50% return. Both investments have delivered pretty close results over the past 10 years, with STITX having a 10.49% annualized return and PXSGX not far behind at 9.99%.

STITX

• 1D: -0.66%
• 1M: 3.89%
• YTD: -1.97%
• 6M: -1.54%
• 1Y: -1.85%
• 3Y*: 13.65%
• 5Y*: 6.51%
• 10Y*: 10.49%

PXSGX

• 1D: -1.06%
• 1M: -0.38%
• YTD: -8.50%
• 6M: -10.17%
• 1Y: -23.35%
• 3Y*: -1.71%
• 5Y*: -5.02%
• 10Y*: 9.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STITX vs. PXSGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STITX Virtus SGA International Growth Fund	-1.97%	9.66%	29.27%	17.26%	-18.17%	8.67%	23.31%	29.06%	-7.69%	31.58%
PXSGX Virtus KAR Small-Cap Growth Fund	-8.50%	-22.97%	21.11%	20.27%	-30.04%	4.47%	43.46%	40.26%	9.05%	36.99%

Correlation

The correlation between STITX and PXSGX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.63
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (10Y) Calculated over the trailing 10-year period	0.70
Correlation (All Time) Calculated using the full available price history since Jun 30, 2006	0.68

The correlation between STITX and PXSGX has been stable across timeframes, ranging from 0.63 to 0.73 - a consistent structural relationship.

Return for Risk

STITX vs. PXSGX — Risk / Return Rank

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

STITX

STITX Risk / Return Rank: 2
STITX Sharpe Ratio Rank: 2
STITX Sortino Ratio Rank: 2
STITX Omega Ratio Rank: 2
STITX Calmar Ratio Rank: 2
STITX Martin Ratio Rank: 2

PXSGX

PXSGX Risk / Return Rank: 0
PXSGX Sharpe Ratio Rank: 0
PXSGX Sortino Ratio Rank: 0
PXSGX Omega Ratio Rank: 0
PXSGX Calmar Ratio Rank: 0
PXSGX Martin Ratio Rank: 0

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STITX vs. PXSGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus SGA International Growth Fund (STITX) and Virtus KAR Small-Cap Growth Fund (PXSGX). 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.

	STITX	PXSGX	Difference
Sharpe ratio Return per unit of total volatility	-0.16	-1.21	+1.05
Sortino ratio Return per unit of downside risk	-0.14	-1.78	+1.64
Omega ratio Gain probability vs. loss probability	0.98	0.82	+0.17
Calmar ratio Return relative to maximum drawdown	-0.14	-0.79	+0.65
Martin ratio Return relative to average drawdown	-0.41	-1.41	+1.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STITX vs. PXSGX - Sharpe Ratio Comparison

The current STITX Sharpe Ratio is -0.16, which is higher than the PXSGX Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of STITX and PXSGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	STITX	PXSGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.16	-1.21	+1.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.16	-0.20	+0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.44	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.40	-0.11

Drawdowns

STITX vs. PXSGX - Drawdown Comparison

The maximum STITX drawdown since its inception was -65.63%, which is greater than PXSGX's maximum drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for STITX and PXSGX.

Drawdown Indicators

	STITX	PXSGX	Difference
Max Drawdown Largest peak-to-trough decline	-65.63%	-53.72%	-11.91%
Max Drawdown (1Y) Largest decline over 1 year	-14.76%	-28.37%	+13.61%
Max Drawdown (3Y) Largest decline over 3 years	-31.36%	-42.49%	+11.13%
Max Drawdown (5Y) Largest decline over 5 years	-31.89%	-42.49%	+10.60%
Max Drawdown (10Y) Largest decline over 10 years	-31.89%	-42.49%	+10.60%
Current Drawdown Current decline from peak	-19.94%	-39.63%	+19.69%
Average Drawdown Average peak-to-trough decline	-14.03%	-11.76%	-2.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.14%	15.83%	-10.69%

Volatility

STITX vs. PXSGX - Volatility Comparison

The current volatility for Virtus SGA International Growth Fund (STITX) is 4.02%, while Virtus KAR Small-Cap Growth Fund (PXSGX) has a volatility of 5.70%. This indicates that STITX experiences smaller price fluctuations and is considered to be less risky than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STITX	PXSGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.02%	5.70%	-1.68%
Volatility (6M) Calculated over the trailing 6-month period	10.65%	13.11%	-2.46%
Volatility (1Y) Calculated over the trailing 1-year period	13.02%	18.52%	-5.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.73%	24.78%	+15.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.05%	22.58%	+8.47%

STITX vs. PXSGX - Expense Ratio Comparison

STITX has a 1.08% expense ratio, which is higher than PXSGX's 1.07% expense ratio.

Dividends

STITX vs. PXSGX - Dividend Comparison

STITX's dividend yield for the trailing twelve months is around 1.19%, less than PXSGX's 52.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PXSGX Virtus KAR Small-Cap Growth Fund	52.36%	47.91%	20.72%	5.31%	17.32%	14.31%	9.64%	1.52%	2.31%	0.00%	2.69%	2.99%
STITX Virtus SGA International Growth Fund	1.19%	1.17%	59.54%	0.33%	5.28%	7.65%	19.31%	31.59%	0.30%	0.12%	0.47%	10.60%

Frequently Asked Questions

Can I hold both STITX and PXSGX in my portfolio?

STITX and PXSGX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STITX or PXSGX?

PXSGX has higher volatility (5.70%) compared to STITX (4.02%). In terms of maximum drawdown, STITX dropped -65.63% vs PXSGX's -53.72%.

Which has better risk-adjusted returns?

STITX currently has the higher Sharpe Ratio (-0.16 vs -1.21), 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.