GTSGX vs. SCETX

In the year-to-date period, GTSGX achieves a 3.36% return, which is significantly higher than SCETX's -7.23% return. Over the past 10 years, GTSGX has outperformed SCETX with an annualized return of 11.05%, while SCETX has yielded a comparatively lower -6.64% annualized return.

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GTSGX has a 0.95% expense ratio, which is lower than SCETX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and Virtus Ceredex Small-Cap Value Equity Fund (SCETX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current GTSGX Sharpe Ratio is 0.37, which is higher than the SCETX Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of GTSGX and SCETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GTSGX's dividend yield for the trailing twelve months is around 0.72%, less than SCETX's 13.42% yield.

The maximum GTSGX drawdown since its inception was -38.26%, smaller than the maximum SCETX drawdown of -72.45%. Use the drawdown chart below to compare losses from any high point for GTSGX and SCETX. For additional features, visit the drawdowns tool.

Madison Mid Cap Fund (GTSGX) and Virtus Ceredex Small-Cap Value Equity Fund (SCETX) have volatilities of 6.06% and 6.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.