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SAMHX vs. STCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SAMHX vs. STCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Seix High Yield Fund (SAMHX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). The values are adjusted to include any dividend payments, if applicable.

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SAMHX vs. STCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SAMHX
Virtus Seix High Yield Fund
-1.90%7.37%5.87%12.32%-10.48%3.21%9.97%12.94%-1.68%7.02%
STCIX
Virtus Silvant Large-Cap Growth Stock Fund
-14.37%18.87%32.68%48.92%-29.37%23.90%36.00%34.08%-1.12%26.84%

Returns By Period

In the year-to-date period, SAMHX achieves a -1.90% return, which is significantly higher than STCIX's -14.37% return. Over the past 10 years, SAMHX has underperformed STCIX with an annualized return of 5.32%, while STCIX has yielded a comparatively higher 14.84% annualized return.


SAMHX

1D
0.26%
1M
-2.28%
YTD
-1.90%
6M
-0.46%
1Y
4.92%
3Y*
6.57%
5Y*
3.03%
10Y*
5.32%

STCIX

1D
-0.34%
1M
-8.75%
YTD
-14.37%
6M
-12.23%
1Y
12.53%
3Y*
19.67%
5Y*
11.56%
10Y*
14.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SAMHX vs. STCIX - Expense Ratio Comparison

SAMHX has a 0.64% expense ratio, which is lower than STCIX's 1.23% expense ratio.


Return for Risk

SAMHX vs. STCIX — Risk / Return Rank

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

SAMHX
SAMHX Risk / Return Rank: 7373
Overall Rank
SAMHX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SAMHX Sortino Ratio Rank: 7878
Sortino Ratio Rank
SAMHX Omega Ratio Rank: 8181
Omega Ratio Rank
SAMHX Calmar Ratio Rank: 6464
Calmar Ratio Rank
SAMHX Martin Ratio Rank: 6666
Martin Ratio Rank

STCIX
STCIX Risk / Return Rank: 2323
Overall Rank
STCIX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
STCIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
STCIX Omega Ratio Rank: 2424
Omega Ratio Rank
STCIX Calmar Ratio Rank: 2020
Calmar Ratio Rank
STCIX Martin Ratio Rank: 2121
Martin Ratio Rank
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.

SAMHX vs. STCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) 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.


SAMHXSTCIXDifference

Sharpe ratio

Return per unit of total volatility

1.38

0.57

+0.81

Sortino ratio

Return per unit of downside risk

1.96

0.99

+0.97

Omega ratio

Gain probability vs. loss probability

1.32

1.14

+0.18

Calmar ratio

Return relative to maximum drawdown

1.48

0.59

+0.88

Martin ratio

Return relative to average drawdown

6.27

2.22

+4.05

SAMHX vs. STCIX - Sharpe Ratio Comparison

The current SAMHX Sharpe Ratio is 1.38, which is higher than the STCIX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of SAMHX and STCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SAMHXSTCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

0.57

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.53

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

0.69

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

1.02

0.50

+0.51

Correlation

The correlation between SAMHX and STCIX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SAMHX vs. STCIX - Dividend Comparison

SAMHX's dividend yield for the trailing twelve months is around 6.22%, more than STCIX's 2.51% yield.


TTM20252024202320222021202020192018201720162015
SAMHX
Virtus Seix High Yield Fund
6.22%6.67%5.69%5.54%5.41%3.50%4.54%4.80%5.83%5.45%5.71%6.08%
STCIX
Virtus Silvant Large-Cap Growth Stock Fund
2.51%2.15%1.15%3.61%7.72%12.40%11.52%14.30%19.54%52.96%17.29%9.82%

Drawdowns

SAMHX vs. STCIX - Drawdown Comparison

The maximum SAMHX drawdown since its inception was -27.54%, smaller than the maximum STCIX drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for SAMHX and STCIX.


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Drawdown Indicators


SAMHXSTCIXDifference

Max Drawdown

Largest peak-to-trough decline

-27.54%

-51.58%

+24.04%

Max Drawdown (1Y)

Largest decline over 1 year

-3.45%

-16.20%

+12.75%

Max Drawdown (5Y)

Largest decline over 5 years

-15.02%

-33.44%

+18.42%

Max Drawdown (10Y)

Largest decline over 10 years

-19.04%

-33.44%

+14.40%

Current Drawdown

Current decline from peak

-2.42%

-16.20%

+13.78%

Average Drawdown

Average peak-to-trough decline

-2.39%

-10.17%

+7.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

4.34%

-3.53%

Volatility

SAMHX vs. STCIX - Volatility Comparison

The current volatility for Virtus Seix High Yield Fund (SAMHX) is 1.31%, while Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a volatility of 5.47%. This indicates that SAMHX 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.


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Volatility by Period


SAMHXSTCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

5.47%

-4.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.29%

11.84%

-9.55%

Volatility (1Y)

Calculated over the trailing 1-year period

3.90%

21.96%

-18.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.90%

21.91%

-17.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.19%

21.70%

-16.51%