VIISX vs. PSTAX
Compare and contrast key facts about Virtus KAR International Small-Mid Cap Fund (VIISX) and Virtus KAR Capital Growth Fund (PSTAX).
VIISX is managed by Virtus. It was launched on Sep 4, 2012. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
VIISX vs. PSTAX - Performance Comparison
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VIISX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIISX Virtus KAR International Small-Mid Cap Fund | -8.80% | 14.30% | 4.06% | 22.36% | -34.42% | 5.84% | 24.38% | 27.62% | -6.81% | 28.48% |
PSTAX Virtus KAR Capital Growth Fund | -16.13% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Returns By Period
In the year-to-date period, VIISX achieves a -8.80% return, which is significantly higher than PSTAX's -16.13% return. Over the past 10 years, VIISX has underperformed PSTAX with an annualized return of 7.50%, while PSTAX has yielded a comparatively higher 10.94% annualized return.
VIISX
- 1D
- -0.21%
- 1M
- -11.13%
- YTD
- -8.80%
- 6M
- -10.48%
- 1Y
- -2.45%
- 3Y*
- 7.01%
- 5Y*
- -1.71%
- 10Y*
- 7.50%
PSTAX
- 1D
- -0.60%
- 1M
- -11.00%
- YTD
- -16.13%
- 6M
- -17.04%
- 1Y
- -4.28%
- 3Y*
- 10.81%
- 5Y*
- 1.96%
- 10Y*
- 10.94%
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VIISX vs. PSTAX - Expense Ratio Comparison
VIISX has a 1.19% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
VIISX vs. PSTAX — Risk / Return Rank
VIISX
PSTAX
VIISX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund (VIISX) 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.
| VIISX | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.25 | -0.20 | -0.05 |
Sortino ratioReturn per unit of downside risk | -0.25 | -0.15 | -0.10 |
Omega ratioGain probability vs. loss probability | 0.97 | 0.98 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | -0.33 | +0.05 |
Martin ratioReturn relative to average drawdown | -0.73 | -1.21 | +0.48 |
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
| VIISX | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | -0.20 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.08 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.31 | +0.23 |
Correlation
The correlation between VIISX and PSTAX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VIISX vs. PSTAX - Dividend Comparison
VIISX's dividend yield for the trailing twelve months is around 4.08%, less than PSTAX's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIISX Virtus KAR International Small-Mid Cap Fund | 4.08% | 3.72% | 1.94% | 0.00% | 0.00% | 8.43% | 1.16% | 1.98% | 1.42% | 1.82% | 2.75% | 3.43% |
PSTAX Virtus KAR Capital Growth Fund | 9.04% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Drawdowns
VIISX vs. PSTAX - Drawdown Comparison
The maximum VIISX drawdown since its inception was -50.31%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for VIISX and PSTAX.
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Drawdown Indicators
| VIISX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.31% | -76.37% | +26.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.94% | -19.58% | +4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -50.31% | -44.54% | -5.77% |
Max Drawdown (10Y)Largest decline over 10 years | -50.31% | -44.54% | -5.77% |
Current DrawdownCurrent decline from peak | -19.71% | -24.83% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -32.02% | +20.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.84% | 5.39% | +0.45% |
Volatility
VIISX vs. PSTAX - Volatility Comparison
The current volatility for Virtus KAR International Small-Mid Cap Fund (VIISX) is 5.02%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 6.17%. This indicates that VIISX 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
| VIISX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 6.17% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 11.99% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 21.28% | -7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 25.09% | -9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.33% | 23.53% | -8.20% |