Virtus Zevenbergen Innovative Growth Stock Fund (SCATX)
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.
Fund Info
US92837F2920
92837F292
Feb 23, 2004
$100,000
Large-Cap
Growth
Expense Ratio
SCATX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Virtus Zevenbergen Innovative Growth Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Virtus Zevenbergen Innovative Growth Stock Fund had a return of 3.79% year-to-date (YTD) and 29.14% in the last 12 months. Over the past 10 years, Virtus Zevenbergen Innovative Growth Stock Fund had an annualized return of 10.49%, while the S&P 500 had an annualized return of 11.31%, indicating that Virtus Zevenbergen Innovative Growth Stock Fund did not perform as well as the benchmark.
SCATX
3.79%
0.69%
17.34%
29.14%
10.20%
10.49%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SCATX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.27% | 3.79% | |||||||||||
| 2024 | 2.83% | 8.81% | 0.27% | -6.72% | 3.18% | 6.26% | -3.75% | 6.95% | 4.68% | -0.47% | 15.45% | -4.40% | 35.81% |
| 2023 | 21.78% | 0.70% | 7.59% | -5.29% | 11.66% | 8.61% | 5.73% | -4.14% | -6.91% | -6.86% | 15.75% | 7.42% | 65.58% |
| 2022 | -19.13% | -0.29% | 0.31% | -23.82% | -14.92% | -14.29% | 17.75% | 2.36% | -9.01% | 0.24% | 0.03% | -13.04% | -57.04% |
| 2021 | 3.13% | -0.61% | -10.07% | 4.38% | -7.53% | 12.19% | -1.92% | 3.81% | -6.17% | 8.29% | -5.40% | -7.80% | -9.93% |
| 2020 | 10.28% | 0.51% | -11.92% | 20.45% | 13.81% | 11.23% | 10.87% | 7.81% | 0.81% | -1.56% | 16.91% | 6.42% | 119.67% |
| 2019 | 17.02% | 8.29% | -1.18% | 4.69% | -4.27% | 8.92% | 0.50% | -6.28% | -8.24% | 3.78% | 7.51% | 3.94% | 37.02% |
| 2018 | 12.46% | -0.17% | -2.95% | 2.96% | 8.20% | 0.59% | -2.56% | 12.19% | 5.36% | -13.08% | 0.81% | -14.81% | 4.98% |
| 2017 | 8.03% | 3.47% | 0.67% | 3.64% | 4.36% | 2.56% | 1.85% | 0.54% | -2.89% | 2.05% | 1.46% | -5.21% | 21.82% |
| 2016 | -13.81% | -1.00% | 7.00% | 0.00% | 1.41% | -2.73% | 8.75% | 1.41% | 1.59% | -3.79% | 1.23% | -15.80% | -17.25% |
| 2015 | -1.15% | 5.70% | -1.83% | 3.21% | 2.84% | 0.79% | 4.00% | -7.11% | -5.00% | 6.21% | 2.05% | -8.48% | -0.10% |
| 2014 | 0.52% | 8.33% | -7.95% | -5.99% | 3.66% | 7.94% | -1.61% | 6.24% | -4.50% | 1.44% | -1.37% | -5.93% | -0.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCATX is 57, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Virtus Zevenbergen Innovative Growth Stock Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Virtus Zevenbergen Innovative Growth Stock Fund was 68.21%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Virtus Zevenbergen Innovative Growth Stock Fund drawdown is 23.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.21% | Feb 16, 2021 | 472 | Dec 28, 2022 | — | — | — |
| -58.74% | Nov 1, 2007 | 266 | Nov 20, 2008 | 537 | Jan 10, 2011 | 803 |
| -35.91% | Feb 20, 2020 | 18 | Mar 16, 2020 | 37 | May 7, 2020 | 55 |
| -34.97% | Jul 21, 2015 | 141 | Feb 9, 2016 | 521 | Mar 6, 2018 | 662 |
| -33.01% | Oct 2, 2018 | 58 | Dec 24, 2018 | 89 | May 3, 2019 | 147 |
Volatility
Volatility Chart
The current Virtus Zevenbergen Innovative Growth Stock Fund volatility is 5.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.