SCETX vs. GTSGX

In the year-to-date period, SCETX achieves a -18.27% return, which is significantly lower than GTSGX's -11.74% return. Over the past 10 years, SCETX has underperformed GTSGX with an annualized return of -7.78%, while GTSGX has yielded a comparatively higher 4.93% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Small-Cap Value Equity Fund (SCETX) and Madison Mid Cap Fund (GTSGX). 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 SCETX Sharpe Ratio is -0.94, which is comparable to the GTSGX Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of SCETX and GTSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCETX's dividend yield for the trailing twelve months is around 1.22%, more than GTSGX's 0.84% yield.

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

Virtus Ceredex Small-Cap Value Equity Fund (SCETX) has a higher volatility of 10.85% compared to Madison Mid Cap Fund (GTSGX) at 8.62%. This indicates that SCETX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.