PIMSX vs. STCIX

Last updated Jun 24, 2026

PIMSX (Virtus Newfleet Multi-Sector S/T Bd I) and STCIX (Virtus Silvant Large-Cap Growth Stock Fund) are both mutual funds - PIMSX is a Short-Term Bond fund managed by Virtus, while STCIX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, PIMSX returned 3.11%/yr vs 17.41%/yr for STCIX. At a 0.16 correlation, their price movements are largely independent. PIMSX charges 0.65%/yr vs 1.23%/yr for STCIX.

Performance

PIMSX vs. STCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PIMSX achieves a 1.25% return, which is significantly higher than STCIX's 0.76% return. Over the past 10 years, PIMSX has underperformed STCIX with an annualized return of 3.11%, while STCIX has yielded a comparatively higher 17.41% annualized return.

PIMSX

• 1D: -0.22%
• 1M: 0.40%
• YTD: 1.25%
• 6M: 1.66%
• 1Y: 4.76%
• 3Y*: 6.07%
• 5Y*: 2.87%
• 10Y*: 3.11%

STCIX

• 1D: -1.83%
• 1M: -2.48%
• YTD: 0.76%
• 6M: -0.41%
• 1Y: 17.12%
• 3Y*: 21.33%
• 5Y*: 13.07%
• 10Y*: 17.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PIMSX vs. STCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PIMSX Virtus Newfleet Multi-Sector S/T Bd I	1.25%	6.08%	5.90%	7.16%	-5.52%	0.20%	4.58%	6.40%	-0.53%	3.93%
STCIX Virtus Silvant Large-Cap Growth Stock Fund	0.76%	18.87%	32.68%	48.92%	-29.37%	23.90%	36.00%	34.08%	-1.12%	26.84%

Correlation

The correlation between PIMSX and STCIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.18
Correlation (10Y) Calculated over the trailing 10-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jun 6, 2008	0.16

The correlation between PIMSX and STCIX shifts across timeframes, from 0.15 (3 years) to 0.29 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

PIMSX vs. STCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIMSX

PIMSX Risk / Return Rank: 76
PIMSX Sharpe Ratio Rank: 51
PIMSX Sortino Ratio Rank: 78
PIMSX Omega Ratio Rank: 87
PIMSX Calmar Ratio Rank: 83
PIMSX Martin Ratio Rank: 83

STCIX

STCIX Risk / Return Rank: 16
STCIX Sharpe Ratio Rank: 18
STCIX Sortino Ratio Rank: 16
STCIX Omega Ratio Rank: 17
STCIX Calmar Ratio Rank: 13
STCIX Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PIMSX vs. STCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). 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.

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.

	PIMSX	STCIX	Difference
Sharpe ratio: Return per unit of total volatility	1.95	1.11	+0.84
Sortino ratio: Return per unit of downside risk	3.39	1.58	+1.81
Omega ratio: Gain probability vs. loss probability	1.56	1.20	+0.37
Calmar ratio: Return relative to maximum drawdown	3.66	1.13	+2.54
Martin ratio: Return relative to average drawdown	14.46	3.90	+10.56

PIMSX vs. STCIX - Sharpe Ratio Comparison

The current PIMSX Sharpe Ratio is 1.95, which is higher than the STCIX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of PIMSX and STCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PIMSX vs. STCIX - Drawdown Comparison

The maximum PIMSX drawdown since its inception was -18.10%, smaller than the maximum STCIX drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for PIMSX and STCIX.

Drawdown Indicators

	PIMSX	STCIX	Difference
Max Drawdown Largest peak-to-trough decline	-18.10%	-51.58%	+33.48%
Max Drawdown (1Y) Largest decline over 1 year	-1.30%	-16.20%	+14.90%
Max Drawdown (3Y) Largest decline over 3 years	-1.30%	-22.44%	+21.14%
Max Drawdown (5Y) Largest decline over 5 years	-8.06%	-33.44%	+25.38%
Max Drawdown (10Y) Largest decline over 10 years	-10.69%	-33.44%	+22.75%
Current Drawdown Current decline from peak	-0.44%	-6.04%	+5.60%
Average Drawdown Average peak-to-trough decline	-1.49%	-10.13%	+8.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.33%	4.67%	-4.34%

Volatility

PIMSX vs. STCIX - Volatility Comparison

The current volatility for Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) is 0.90%, while Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a volatility of 6.39%. This indicates that PIMSX experiences smaller price fluctuations and is considered to be less risky than STCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PIMSX	STCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.90%	6.39%	-5.49%
Volatility (6M) Calculated over the trailing 6-month period	1.89%	13.01%	-11.12%
Volatility (1Y) Calculated over the trailing 1-year period	2.46%	16.49%	-14.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.72%	22.07%	-19.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.72%	21.83%	-19.11%

PIMSX vs. STCIX - Expense Ratio Comparison

PIMSX has a 0.65% expense ratio, which is lower than STCIX's 1.23% expense ratio.

Dividends

PIMSX vs. STCIX - Dividend Comparison

PIMSX's dividend yield for the trailing twelve months is around 4.66%, more than STCIX's 2.55% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PIMSX Virtus Newfleet Multi-Sector S/T Bd I	4.66%	4.77%	4.60%	3.66%	2.77%	1.89%	2.92%	3.18%	3.16%	3.23%	3.16%	3.18%
STCIX Virtus Silvant Large-Cap Growth Stock Fund	2.55%	2.15%	1.15%	3.61%	7.72%	12.40%	11.52%	14.30%	19.54%	52.96%	17.29%	9.82%

Frequently Asked Questions

Can I hold both PIMSX and STCIX in my portfolio?

PIMSX and STCIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PIMSX or STCIX?

STCIX has higher volatility (6.39%) compared to PIMSX (0.90%). In terms of maximum drawdown, PIMSX dropped -18.10% vs STCIX's -51.58%.

Which has better risk-adjusted returns?

PIMSX currently has the higher Sharpe Ratio (1.95 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.