See what your fund actually adds
Virtus KAR Capital Growth Fund Class A PSTAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PSTAX | Replication |
|---|---|---|
| Annualized growth | 5.0% | 8.6% |
| Annualized volatility | 22.8% | 20.4% |
| Sharpe ratio | 0.33 | 0.51 |
| Maximum drawdown | 44.0% | 35.9% |
| Replication fit (R²) | 0.92 · Tracking error 6.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model PSTAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOT | Mid-Cap · Growth | 56.5% |
| VUG | Style · Growth | 43.5% |