SIGVX vs. SEMRX
SIGVX (Virtus Seix U.S. Government Securities Ultra-Short Bond Fund) and SEMRX (Medalist Partners Short Duration Fund) are both Ultrashort Bond funds. Over the past 10 years, SIGVX returned 2.25%/yr vs 3.43%/yr for SEMRX. Their 0.31 correlation means their historical movements had little consistent relationship. SIGVX charges 0.41%/yr vs 0.85%/yr for SEMRX.
Performance
SIGVX vs. SEMRX - Performance Comparison
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Returns By Period
In the year-to-date period, SIGVX achieves a 1.69% return, which is significantly lower than SEMRX's 2.62% return. Over the past 10 years, SIGVX has underperformed SEMRX with an annualized return of 2.25%, while SEMRX has yielded a comparatively higher 3.43% annualized return.
SIGVX
- 1D
- 0.00%
- 1M
- -0.10%
- 6M
- 1.23%
- YTD
- 1.69%
- 1Y
- 3.85%
- 3Y*
- 4.83%
- 5Y*
- 3.10%
- 10Y*
- 2.25%
- ALL TIME*
- 2.06%
SEMRX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.94%
- YTD
- 2.62%
- 1Y
- 4.94%
- 3Y*
- 6.91%
- 5Y*
- 4.85%
- 10Y*
- 3.43%
- ALL TIME*
- 2.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SIGVX vs. SEMRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIGVX Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | 1.69% | 5.41% | 4.88% | 5.03% | -1.05% | -0.18% | 1.25% | 2.36% | 1.74% | 1.30% |
SEMRX Medalist Partners Short Duration Fund | 2.62% | 6.47% | 8.21% | 8.76% | -1.69% | 1.93% | -1.19% | 3.48% | 2.11% | 2.74% |
Correlation
The correlation between SIGVX and SEMRX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.31 |
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Return for Risk
SIGVX vs. SEMRX — Risk / Return Rank
SIGVX
SEMRX
SIGVX vs. SEMRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix U.S. Government Securities Ultra-Short Bond Fund (SIGVX) and Medalist Partners Short Duration Fund (SEMRX). 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.
| SIGVX | SEMRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -4.03 | ||
| Omega ratioGain probability vs. loss probability | 2.01 | 3.12 | -1.10 |
| Calmar ratioReturn relative to maximum drawdown | 8.73 | 10.92 | -2.19 |
| Martin ratioReturn relative to average drawdown | 39.19 | 45.19 | -6.00 |
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Drawdowns
SIGVX vs. SEMRX - Drawdown Comparison
The maximum SIGVX drawdown since its inception was -2.20%, smaller than the maximum SEMRX drawdown of -13.09%. Use the drawdown chart below to compare losses from any high point for SIGVX and SEMRX.
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Drawdown Indicators
| SIGVX | SEMRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.20% | -13.09% | +10.89% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -0.52% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -0.50% | -0.63% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -2.20% | -4.05% | +1.85% |
Max Drawdown (10Y)Largest decline over 10 years | -2.20% | -13.09% | +10.89% |
Current DrawdownCurrent decline from peak | -0.10% | 0.00% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.20% | -0.62% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.11% | 0.13% | -0.02% |
Volatility
SIGVX vs. SEMRX - Volatility Comparison
Virtus Seix U.S. Government Securities Ultra-Short Bond Fund (SIGVX) and Medalist Partners Short Duration Fund (SEMRX) have volatilities of 0.23% and 0.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIGVX | SEMRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.23% | 0.22% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.09% | 1.28% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.55% | 1.85% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.39% | 1.85% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.13% | 2.31% | -1.18% |
SIGVX vs. SEMRX - Expense Ratio Comparison
SIGVX has a 0.41% expense ratio, which is lower than SEMRX's 0.85% expense ratio.
Dividends
SIGVX vs. SEMRX - Dividend Comparison
SIGVX's dividend yield for the trailing twelve months is around 3.99%, less than SEMRX's 5.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMRX Medalist Partners Short Duration Fund | 5.13% | 5.94% | 6.13% | 6.05% | 3.22% | 1.71% | 1.95% | 2.90% | 2.70% | 2.20% | 3.03% | 2.35% |
SIGVX Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | 3.99% | 4.65% | 4.35% | 3.96% | 1.48% | 0.22% | 0.84% | 2.23% | 2.02% | 1.29% | 0.94% | 0.77% |
Frequently Asked Questions
SIGVX and SEMRX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SIGVX has higher volatility (0.23%) compared to SEMRX (0.22%). In terms of maximum drawdown, SIGVX dropped -2.20% vs SEMRX's -13.09%.
SEMRX currently has the higher Sharpe Ratio (3.09 vs 2.83), 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.
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