VGI vs. PXSGX
Compare and contrast key facts about Virtus Global Multi-Sector Income Fund (VGI) and Virtus KAR Small-Cap Growth Fund (PXSGX).
VGI is managed by Virtus. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
VGI vs. PXSGX - Performance Comparison
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VGI vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | -2.66% | 16.14% | 10.43% | 14.58% | -21.70% | 1.40% | 9.81% | 27.29% | -28.73% | 27.46% |
PXSGX Virtus KAR Small-Cap Growth Fund | -9.88% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Returns By Period
In the year-to-date period, VGI achieves a -2.66% return, which is significantly higher than PXSGX's -9.88% return. Over the past 10 years, VGI has underperformed PXSGX with an annualized return of 5.60%, while PXSGX has yielded a comparatively higher 9.92% annualized return.
VGI
- 1D
- 0.27%
- 1M
- -4.97%
- YTD
- -2.66%
- 6M
- -1.28%
- 1Y
- 7.42%
- 3Y*
- 11.56%
- 5Y*
- 2.24%
- 10Y*
- 5.60%
PXSGX
- 1D
- 2.63%
- 1M
- -8.99%
- YTD
- -9.88%
- 6M
- -15.97%
- 1Y
- -23.38%
- 3Y*
- -3.82%
- 5Y*
- -5.92%
- 10Y*
- 9.92%
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VGI vs. PXSGX - Expense Ratio Comparison
Return for Risk
VGI vs. PXSGX — Risk / Return Rank
VGI
PXSGX
VGI vs. PXSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Multi-Sector Income Fund (VGI) 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.
| VGI | PXSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | -1.05 | +1.80 |
Sortino ratioReturn per unit of downside risk | 1.00 | -1.56 | +2.57 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.83 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.81 | +1.81 |
Martin ratioReturn relative to average drawdown | 3.72 | -1.81 | +5.54 |
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
| VGI | PXSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | -1.05 | +1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | -0.24 | +0.44 |
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 | 0.30 | 0.40 | -0.11 |
Correlation
The correlation between VGI and PXSGX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VGI vs. PXSGX - Dividend Comparison
VGI's dividend yield for the trailing twelve months is around 12.97%, less than PXSGX's 53.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | 12.97% | 12.24% | 12.57% | 12.26% | 13.42% | 10.22% | 11.81% | 12.10% | 15.00% | 10.70% | 12.21% | 15.60% |
PXSGX Virtus KAR Small-Cap Growth Fund | 53.16% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Drawdowns
VGI vs. PXSGX - Drawdown Comparison
The maximum VGI drawdown since its inception was -48.08%, smaller than the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for VGI and PXSGX.
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Drawdown Indicators
| VGI | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -53.72% | +5.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -28.55% | +20.34% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -42.49% | +8.70% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -42.49% | -5.59% |
Current DrawdownCurrent decline from peak | -5.93% | -40.54% | +34.61% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -11.52% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 12.74% | -10.53% |
Volatility
VGI vs. PXSGX - Volatility Comparison
The current volatility for Virtus Global Multi-Sector Income Fund (VGI) is 4.28%, while Virtus KAR Small-Cap Growth Fund (PXSGX) has a volatility of 5.59%. This indicates that VGI 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.
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Volatility by Period
| VGI | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 5.59% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 13.19% | -7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 21.91% | -12.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.97% | 24.81% | -13.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 22.52% | -5.80% |