SCATX vs. FITLX

In the year-to-date period, SCATX achieves a -9.48% return, which is significantly lower than FITLX's -7.21% return.

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SCATX has a 1.00% expense ratio, which is higher than FITLX's 0.11% expense ratio.

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.

The current SCATX Sharpe Ratio is 0.54, which is higher than the FITLX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of SCATX and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCATX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.39%.

The maximum SCATX drawdown since its inception was -68.21%, 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. For additional features, visit the drawdowns tool.

Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a higher volatility of 19.82% compared to Fidelity US Sustainability Index Fund (FITLX) at 13.84%. 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.