SCATX vs. FITLX
Compare and contrast key facts about Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Fidelity US Sustainability Index Fund (FITLX).
SCATX is managed by Virtus. It was launched on Feb 23, 2004. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Performance
SCATX vs. FITLX - Performance Comparison
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SCATX vs. FITLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | -18.58% | 10.22% | 35.81% | 65.58% | -55.30% | -9.93% | 119.67% | 37.02% | 10.84% | 11.19% |
FITLX Fidelity US Sustainability Index Fund | -8.73% | 18.77% | 23.59% | 29.04% | -20.28% | 31.55% | 18.69% | 31.54% | -3.32% | 13.07% |
Returns By Period
In the year-to-date period, SCATX achieves a -18.58% return, which is significantly lower than FITLX's -8.73% return.
SCATX
- 1D
- -1.59%
- 1M
- -11.29%
- YTD
- -18.58%
- 6M
- -20.81%
- 1Y
- 5.43%
- 3Y*
- 15.22%
- 5Y*
- -2.49%
- 10Y*
- 14.45%
FITLX
- 1D
- -0.25%
- 1M
- -8.43%
- YTD
- -8.73%
- 6M
- -5.26%
- 1Y
- 16.00%
- 3Y*
- 16.94%
- 5Y*
- 11.13%
- 10Y*
- —
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SCATX vs. FITLX - Expense Ratio Comparison
SCATX has a 1.00% expense ratio, which is higher than FITLX's 0.11% expense ratio.
Return for Risk
SCATX vs. FITLX — Risk / Return Rank
SCATX
FITLX
SCATX vs. FITLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Fidelity US Sustainability Index Fund (FITLX). 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.
| SCATX | FITLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.90 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.41 | 1.40 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.23 | -1.21 |
Martin ratioReturn relative to average drawdown | 0.08 | 5.04 | -4.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCATX | FITLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.90 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.64 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.71 | -0.33 |
Correlation
The correlation between SCATX and FITLX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCATX vs. FITLX - Dividend Comparison
SCATX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 4.30% | 0.00% | 0.00% | 0.00% | 6.18% | 10.09% | 18.59% | 7.30% |
FITLX Fidelity US Sustainability Index Fund | 1.22% | 1.11% | 1.29% | 1.12% | 1.49% | 0.99% | 1.01% | 1.41% | 1.58% | 0.76% | 0.00% | 0.00% |
Drawdowns
SCATX vs. FITLX - Drawdown Comparison
The maximum SCATX drawdown since its inception was -66.92%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for SCATX and FITLX.
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Drawdown Indicators
| SCATX | FITLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -34.35% | -32.57% |
Max Drawdown (1Y)Largest decline over 1 year | -26.17% | -11.38% | -14.79% |
Max Drawdown (5Y)Largest decline over 5 years | -63.68% | -26.91% | -36.77% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | — | — |
Current DrawdownCurrent decline from peak | -30.83% | -11.15% | -19.68% |
Average DrawdownAverage peak-to-trough decline | -15.85% | -5.14% | -10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 2.78% | +5.73% |
Volatility
SCATX vs. FITLX - Volatility Comparison
Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a higher volatility of 8.04% compared to Fidelity US Sustainability Index Fund (FITLX) at 4.45%. This indicates that SCATX's price experiences larger fluctuations and is considered to be riskier than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCATX | FITLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 4.45% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 18.11% | 9.61% | +8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.45% | 18.29% | +11.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.24% | 17.50% | +18.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.55% | 19.17% | +13.38% |