STCIX vs. PXSGX
Compare and contrast key facts about Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus KAR Small-Cap Growth Fund (PXSGX).
STCIX is managed by Virtus. It was launched on Jun 9, 1992. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
STCIX vs. PXSGX - Performance Comparison
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STCIX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STCIX Virtus Silvant Large-Cap Growth Stock Fund | -10.95% | 18.87% | 32.68% | 48.92% | -29.37% | 23.90% | 36.00% | 34.08% | -1.12% | 26.84% |
PXSGX Virtus KAR Small-Cap Growth Fund | -9.88% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Returns By Period
In the year-to-date period, STCIX achieves a -10.95% return, which is significantly lower than PXSGX's -9.88% return. Over the past 10 years, STCIX has outperformed PXSGX with an annualized return of 15.29%, while PXSGX has yielded a comparatively lower 9.92% annualized return.
STCIX
- 1D
- 4.00%
- 1M
- -5.40%
- YTD
- -10.95%
- 6M
- -8.91%
- 1Y
- 16.15%
- 3Y*
- 21.25%
- 5Y*
- 12.03%
- 10Y*
- 15.29%
PXSGX
- 1D
- 2.63%
- 1M
- -8.99%
- YTD
- -9.88%
- 6M
- -15.97%
- 1Y
- -23.38%
- 3Y*
- -3.82%
- 5Y*
- -5.92%
- 10Y*
- 9.92%
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STCIX vs. PXSGX - Expense Ratio Comparison
STCIX has a 1.23% expense ratio, which is higher than PXSGX's 1.07% expense ratio.
Return for Risk
STCIX vs. PXSGX — Risk / Return Rank
STCIX
PXSGX
STCIX vs. PXSGX - 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 KAR Small-Cap Growth Fund (PXSGX). 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 | PXSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | -1.05 | +1.82 |
Sortino ratioReturn per unit of downside risk | 1.27 | -1.56 | +2.83 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.83 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | -0.81 | +1.86 |
Martin ratioReturn relative to average drawdown | 3.86 | -1.81 | +5.67 |
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 | PXSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | -1.05 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | -0.24 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.44 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.40 | +0.11 |
Correlation
The correlation between STCIX and PXSGX is 0.78, 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
STCIX vs. PXSGX - Dividend Comparison
STCIX's dividend yield for the trailing twelve months is around 2.41%, less than PXSGX's 53.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STCIX Virtus Silvant Large-Cap Growth Stock Fund | 2.41% | 2.15% | 1.15% | 3.61% | 7.72% | 12.40% | 11.52% | 14.30% | 19.54% | 52.96% | 17.29% | 9.82% |
PXSGX Virtus KAR Small-Cap Growth Fund | 53.16% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Drawdowns
STCIX vs. PXSGX - Drawdown Comparison
The maximum STCIX drawdown since its inception was -51.58%, roughly equal to the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for STCIX and PXSGX.
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Drawdown Indicators
| STCIX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.58% | -53.72% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -28.55% | +12.35% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -42.49% | +9.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -42.49% | +9.05% |
Current DrawdownCurrent decline from peak | -12.85% | -40.54% | +27.69% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -11.52% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 12.74% | -8.33% |
Volatility
STCIX vs. PXSGX - Volatility Comparison
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a higher volatility of 6.97% compared to Virtus KAR Small-Cap Growth Fund (PXSGX) at 5.59%. This indicates that STCIX's price experiences larger fluctuations and is considered to be riskier than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STCIX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.59% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.49% | 13.19% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 21.91% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 24.81% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 22.52% | -0.79% |