Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSTAX (VIRTUS KAR CAPITAL GROWTH FUND CLASS A) | 7.63% | 10.73% | 17.98% | 6.73% | 13.69% | 12.31% | 9.54% | … | … |
Data as of 06/02/2026, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTAX (VIRTUS KAR CAPITAL GROWTH FUND CLASS A) | 12/19/1995 | 06/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.18 | 10.73 | 17.98 | 6.73 | 13.69 | 12.31 | 9.54 | … | … | 7.63 | 6.85 | 25.19 | 34.35 | -35.75 | 11.70 | 46.13 | 42.83 | -8.07 | 35.13 | -1.25 | 9.03 | 11.39 | 29.08 | 13.44 | -4.43 | 15.99 | 37.21 | -44.90 | 12.76 | 2.58 | -0.75 | 5.03 | 37.54 | -35.52 | -28.07 | -13.82 | 52.75 | 44.42 | 17.05 | 15.19 | 5.05 |
| Sharpe Ratio | NA | 0.15 | 0.72 | 0.13 | 0.50 | NA | NA | … | … | 0.03 | 0.19 | 1.28 | 1.77 | -1.03 | 0.56 | 1.30 | 2.46 | -0.42 | 2.87 | -0.09 | 0.54 | 0.85 | 2.50 | 0.96 | -0.16 | 0.79 | 1.38 | -1.11 | 0.57 | -0.06 | -0.24 | 0.30 | 1.88 | -1.22 | -1.04 | -0.41 | 1.96 | 1.48 | 0.72 | 0.80 | 48.18 |
| Standard Deviation(%) | NA | 16.40 | 18.71 | 23.43 | 22.89 | NA | NA | … | … | 20.12 | 21.44 | 16.89 | 17.49 | 36.32 | 21.00 | 35.10 | 16.84 | 22.41 | 12.07 | 15.45 | 16.64 | 13.35 | 11.61 | 14.10 | 27.44 | 20.11 | 26.89 | 41.10 | 16.85 | 13.41 | 12.43 | 13.59 | 19.62 | 30.09 | 29.76 | 43.57 | 25.13 | 27.66 | 18.48 | 14.24 | 10.05 |
| Draw Down(%) | NA | 19.58 | 22.53 | 44.54 | 44.54 | NA | NA | … | … | 17.75 | 21.32 | 10.07 | 13.38 | 40.02 | 12.07 | 31.20 | 10.54 | 25.53 | 5.15 | 14.65 | 13.37 | 7.45 | 4.70 | 10.53 | 25.78 | 17.96 | 20.10 | 53.99 | 9.77 | 14.87 | 10.54 | 16.58 | 11.95 | 42.56 | 46.73 | 37.04 | 13.28 | 27.81 | 14.75 | 13.87 | 0.28 |
| Yield(%) | 0.00 | 7.25 | 10.76 | 8.19 | 11.48 | 11.95 | 9.48 | … | … | 0.00 | 7.50 | 15.94 | 7.71 | 12.15 | 8.16 | 4.37 | 3.75 | 9.43 | 7.89 | 8.33 | 4.80 | 4.42 | 0.31 | 0.00 | 0.00 | 4.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 16.78 | 25.42 | 11.47 | 18.78 | 0.21 | 0.15 |
Data as of 06/02/2026, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTAX (VIRTUS KAR CAPITAL GROWTH FUND CLASS A) |
-30.43%
Feb 2000 – Feb 2003 |
-15.26%
Aug 2000 – Aug 2005 |
-9.72%
Aug 2000 – Aug 2010 |
-2.05%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTAX (VIRTUS KAR CAPITAL GROWTH FUND CLASS A) |
47.14%
Mar 1997 – Mar 2000 |
23.87%
Oct 2016 – Oct 2021 |
18.72%
Sep 2011 – Sep 2021 |
15.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart