Virtus SGA International Growth Fund (STITX)
The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. From time to time, the fund may have a significant portion of its assets invested in the securities of companies in only a few countries or regions. Although it seeks investments across a number of sectors, from time to time, the fund may have significant positions in particular sectors.
Fund Info
US92837F2763
92837F276
Jan 30, 1995
$100,000
Large-Cap
Growth
Expense Ratio
STITX has a high expense ratio of 1.08%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Virtus SGA International Growth Fund (STITX) returned 9.39% year-to-date (YTD) and -19.47% over the past 12 months. Over the past 10 years, STITX returned -3.40% annually, underperforming the S&P 500 benchmark at 10.86%.
STITX
9.39%
10.01%
-15.59%
-19.47%
-4.11%
-5.17%
-3.40%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of STITX, 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 | 5.26% | 1.35% | -4.40% | 3.21% | 3.92% | 9.39% | |||||||
| 2024 | -1.64% | 1.35% | -1.03% | -6.74% | 3.56% | -1.28% | 1.31% | 4.51% | 1.03% | -5.60% | 1.83% | -25.61% | -28.04% |
| 2023 | 8.61% | -3.63% | 3.09% | 2.00% | -1.52% | 4.86% | 2.53% | -4.62% | -5.71% | -2.63% | 8.44% | 5.84% | 17.11% |
| 2022 | -7.87% | -1.81% | -0.00% | -7.57% | -0.33% | -11.56% | 7.54% | -5.61% | -7.80% | 2.68% | 12.03% | -2.45% | -22.59% |
| 2021 | -2.33% | 1.53% | 1.60% | 5.00% | 1.06% | -0.61% | 0.35% | 4.64% | -4.93% | 3.87% | -7.11% | -1.55% | 0.75% |
| 2020 | -0.56% | -4.69% | -11.91% | 7.37% | 7.70% | -13.24% | 6.12% | 2.10% | -0.00% | -2.05% | 9.97% | 2.29% | -0.00% |
| 2019 | 5.75% | 3.40% | 3.29% | 4.85% | -1.37% | -20.61% | -2.33% | -0.60% | 0.40% | 1.99% | 1.37% | 3.37% | -3.40% |
| 2018 | 5.13% | -4.48% | 1.07% | -0.49% | 2.29% | -0.93% | 1.54% | 1.52% | 0.08% | -9.98% | 1.57% | -4.38% | -7.69% |
| 2017 | 4.67% | 1.97% | 3.87% | 4.22% | 3.95% | -0.18% | 2.18% | 1.24% | 0.82% | 2.79% | 0.85% | 1.51% | 31.58% |
| 2016 | -5.06% | -0.91% | 6.53% | 0.22% | 1.50% | 0.85% | 4.61% | -1.30% | 1.12% | -4.12% | -3.25% | -0.03% | -0.46% |
| 2015 | 0.10% | 6.12% | -1.23% | 3.64% | 0.92% | -2.84% | -0.09% | -6.53% | -1.93% | -3.73% | 2.04% | -2.21% | -6.19% |
| 2014 | -3.75% | 7.03% | -1.50% | -0.08% | 1.37% | 0.16% | -4.12% | 0.08% | -3.38% | -1.54% | 1.82% | -13.35% | -17.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of STITX is 2, meaning it’s performing worse than 98% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Virtus SGA International Growth Fund (STITX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Virtus SGA International Growth Fund provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.04 | $0.03 | $0.01 | $0.04 | $0.07 | $0.23 |
Dividend yield | 0.01% | 0.01% | 0.20% | 0.00% | 0.00% | 0.00% | 0.36% | 0.31% | 0.12% | 0.41% | 0.70% | 2.35% |
Monthly Dividends
The table displays the monthly dividend distributions for Virtus SGA International Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
| 2014 | $0.23 | $0.23 |
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 SGA International Growth 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 SGA International Growth Fund was 70.75%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current Virtus SGA International Growth Fund drawdown is 48.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.75% | Nov 1, 2007 | 338 | Mar 9, 2009 | — | — | — |
| -57.79% | Jul 21, 1998 | 1176 | Mar 12, 2003 | 781 | Apr 19, 2006 | 1957 |
| -21.54% | Oct 6, 1997 | 71 | Jan 12, 1998 | 133 | Jul 16, 1998 | 204 |
| -15.26% | May 10, 2006 | 24 | Jun 13, 2006 | 101 | Nov 6, 2006 | 125 |
| -13.76% | Jul 17, 2007 | 23 | Aug 16, 2007 | 31 | Oct 1, 2007 | 54 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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