STCIX vs. EDF
Compare and contrast key facts about Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus Stone Harbor Emerging Markets Income Fund (EDF).
STCIX is managed by Virtus. It was launched on Jun 9, 1992. EDF is an actively managed fund by Virtus. It was launched on Dec 23, 2010.
Performance
STCIX vs. EDF - Performance Comparison
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STCIX vs. EDF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EDF Virtus Stone Harbor Emerging Markets Income Fund | -0.34% | 22.24% | 25.54% | 21.63% | -27.96% | -8.47% | -31.14% | 45.06% | -18.24% | 24.22% |
Returns By Period
In the year-to-date period, STCIX achieves a -14.37% return, which is significantly lower than EDF's -0.34% return. Over the past 10 years, STCIX has outperformed EDF with an annualized return of 14.84%, while EDF has yielded a comparatively lower 4.75% annualized return.
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%
EDF
- 1D
- -0.42%
- 1M
- -5.17%
- YTD
- -0.34%
- 6M
- 1.72%
- 1Y
- 9.22%
- 3Y*
- 17.73%
- 5Y*
- 2.26%
- 10Y*
- 4.75%
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STCIX vs. EDF - Expense Ratio Comparison
STCIX has a 1.23% expense ratio, which is lower than EDF's 1.45% expense ratio.
Return for Risk
STCIX vs. EDF — Risk / Return Rank
STCIX
EDF
STCIX vs. EDF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus Stone Harbor Emerging Markets Income Fund (EDF). 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.
| STCIX | EDF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.52 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.76 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.63 | -0.04 |
Martin ratioReturn relative to average drawdown | 2.22 | 2.90 | -0.68 |
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
| STCIX | EDF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.52 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.09 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.16 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.09 | +0.41 |
Correlation
The correlation between STCIX and EDF 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
STCIX vs. EDF - Dividend Comparison
STCIX's dividend yield for the trailing twelve months is around 2.51%, less than EDF's 15.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EDF Virtus Stone Harbor Emerging Markets Income Fund | 15.06% | 14.49% | 15.32% | 16.71% | 17.31% | 12.91% | 16.46% | 15.67% | 19.37% | 13.58% | 14.75% | 17.93% |
Drawdowns
STCIX vs. EDF - Drawdown Comparison
The maximum STCIX drawdown since its inception was -51.58%, smaller than the maximum EDF drawdown of -64.23%. Use the drawdown chart below to compare losses from any high point for STCIX and EDF.
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Drawdown Indicators
| STCIX | EDF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.58% | -64.23% | +12.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -14.17% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -53.09% | +19.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -64.23% | +30.79% |
Current DrawdownCurrent decline from peak | -16.20% | -18.26% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -21.61% | +11.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.40% | +0.94% |
Volatility
STCIX vs. EDF - Volatility Comparison
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus Stone Harbor Emerging Markets Income Fund (EDF) have volatilities of 5.47% and 5.67%, 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
| STCIX | EDF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 5.67% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 10.05% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 17.96% | +4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 25.87% | -3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 30.66% | -8.96% |