- ISIN
- US92837F3910
- CUSIP
- 92837F391
- Issuer
- Virtus
- Inception Date
- Jun 9, 1992
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
STCIX Performance Chart
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) is up 2.6% since the beginning of the year. STCIX is currently trading at $10 per share. Investors who bought $1,000 worth of STCIX shares 5 years ago would now be looking at an investment worth $1,920.
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Returns By Period
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has returned 2.63% so far this year and 20.37% over the past 12 months. Looking at the last ten years, STCIX has achieved an annualized return of 17.22%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Virtus Silvant Large-Cap Growth Stock Fund
- 1D
- 1.36%
- 1M
- -0.67%
- YTD
- 2.63%
- 6M
- 2.23%
- 1Y
- 20.37%
- 3Y*
- 21.87%
- 5Y*
- 13.94%
- 10Y*
- 17.22%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
STCIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1993, STCIX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.6%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, STCIX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -12.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.05% | -4.19% | -5.10% | 11.86% | 6.38% | -3.14% | 2.63% | ||||||
| 2025 | 2.27% | -2.89% | -8.92% | 1.76% | 8.52% | 7.07% | 3.42% | 1.14% | 3.68% | 4.04% | -1.23% | -0.26% | 18.87% |
| 2024 | 3.13% | 7.51% | 2.28% | -4.20% | 7.13% | 6.80% | -2.90% | 2.48% | 1.94% | 0.00% | 5.71% | -0.47% | 32.68% |
| 2023 | 9.85% | -1.56% | 8.51% | 2.55% | 5.69% | 6.21% | 3.02% | -0.77% | -5.91% | -1.16% | 11.20% | 4.27% | 48.92% |
| 2022 | -7.58% | -3.95% | 3.16% | -12.58% | -2.98% | -8.12% | 12.40% | -5.24% | -9.92% | 5.72% | 5.61% | -7.61% | -29.37% |
| 2021 | -1.38% | 2.03% | 1.22% | 7.10% | -1.83% | 6.01% | 3.00% | 3.61% | -6.43% | 6.58% | -0.27% | 2.84% | 23.90% |
Benchmark Metrics
Virtus Silvant Large-Cap Growth Stock Fund has an annualized alpha of 1.41%, beta of 1.00, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since January 04, 1993.
- This fund captured 104.91% of S&P 500 Index gains but only 98.91% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 0.91, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.41%
- Beta
- 1.00
- R²
- 0.91
- Upside Capture
- 104.91%
- Downside Capture
- 98.91%
Expense Ratio
STCIX has a high expense ratio of 1.23%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
STCIX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STCIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.78 | -1.56 |
| Martin ratioReturn relative to average drawdown | 4.24 | 12.44 | -8.20 |
Dividends
Dividend History
Virtus Silvant Large-Cap Growth Stock Fund provided a 2.51% dividend yield over the last twelve months, with an annual payout of $0.26 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.22 | $0.10 | $0.24 | $0.36 | $0.88 | $0.75 | $0.77 | $0.90 | $2.91 | $1.16 | $0.80 |
Dividend yield | 2.51% | 2.15% | 1.15% | 3.61% | 7.72% | 12.40% | 11.52% | 14.30% | 19.54% | 52.96% | 17.29% | 9.82% |
Monthly Dividends
The table displays the monthly dividend distributions for Virtus Silvant Large-Cap Growth Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.22 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.10 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.88 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Virtus Silvant Large-Cap 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 Silvant Large-Cap Growth Stock Fund was 51.58%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current Virtus Silvant Large-Cap Growth Stock Fund drawdown is 4.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.58%Mar 2009 | 1y 4mo | 2y 1mo | 3y 5moNov 2007 - Apr 2011 |
Dot-com crash2000–2002 | -40.58%Jul 2002 | 1y 10mo | 5y 2mo | 7y 1moSep 2000 - Oct 2007 |
Bear market2022 | -33.44%Oct 2022 | 9mo 20d | 1y 1mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -30.63%Mar 2020 | 1mo 2d | 2mo 19d | 3mo 21dFeb 2020 - Jun 2020 |
Rate-hike selloffLate 2018 | -23.53%Dec 2018 | 2mo 23d | 4mo | 6mo 23dOct 2018 - Apr 2019 |
Drawdown Indicators
| STCIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.58% | -56.78% | +5.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -9.10% | -7.10% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.90% | -3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -25.43% | -8.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -33.92% | +0.48% |
Current DrawdownCurrent decline from peak | -4.29% | -1.80% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -10.71% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.03% | +2.62% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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