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STCIX vs. SAMHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STCIX vs. SAMHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus Seix High Yield Fund (SAMHX). The values are adjusted to include any dividend payments, if applicable.

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STCIX vs. SAMHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SAMHX
Virtus Seix High Yield Fund
-1.90%7.37%5.87%12.32%-10.48%3.21%9.97%12.94%-1.68%7.02%

Returns By Period

In the year-to-date period, STCIX achieves a -14.37% return, which is significantly lower than SAMHX's -1.90% return. Over the past 10 years, STCIX has outperformed SAMHX with an annualized return of 14.84%, while SAMHX has yielded a comparatively lower 5.32% 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%

SAMHX

1D
0.26%
1M
-2.28%
YTD
-1.90%
6M
-0.46%
1Y
4.92%
3Y*
6.57%
5Y*
3.03%
10Y*
5.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STCIX vs. SAMHX - Expense Ratio Comparison

STCIX has a 1.23% expense ratio, which is higher than SAMHX's 0.64% expense ratio.


Return for Risk

STCIX vs. SAMHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STCIX
STCIX Risk / Return Rank: 2323
Overall Rank
STCIX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
STCIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
STCIX Omega Ratio Rank: 2424
Omega Ratio Rank
STCIX Calmar Ratio Rank: 2020
Calmar Ratio Rank
STCIX Martin Ratio Rank: 2121
Martin Ratio Rank

SAMHX
SAMHX Risk / Return Rank: 7373
Overall Rank
SAMHX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SAMHX Sortino Ratio Rank: 7878
Sortino Ratio Rank
SAMHX Omega Ratio Rank: 8181
Omega Ratio Rank
SAMHX Calmar Ratio Rank: 6464
Calmar Ratio Rank
SAMHX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STCIX vs. SAMHX - 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 Seix High Yield Fund (SAMHX). 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.


STCIXSAMHXDifference

Sharpe ratio

Return per unit of total volatility

0.57

1.38

-0.81

Sortino ratio

Return per unit of downside risk

0.99

1.96

-0.97

Omega ratio

Gain probability vs. loss probability

1.14

1.32

-0.18

Calmar ratio

Return relative to maximum drawdown

0.59

1.48

-0.88

Martin ratio

Return relative to average drawdown

2.22

6.27

-4.05

STCIX vs. SAMHX - Sharpe Ratio Comparison

The current STCIX Sharpe Ratio is 0.57, which is lower than the SAMHX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of STCIX and SAMHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STCIXSAMHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

1.38

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.62

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

1.03

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

1.02

-0.51

Correlation

The correlation between STCIX and SAMHX 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. SAMHX - Dividend Comparison

STCIX's dividend yield for the trailing twelve months is around 2.51%, less than SAMHX's 6.22% yield.


TTM20252024202320222021202020192018201720162015
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%
SAMHX
Virtus Seix High Yield Fund
6.22%6.67%5.69%5.54%5.41%3.50%4.54%4.80%5.83%5.45%5.71%6.08%

Drawdowns

STCIX vs. SAMHX - Drawdown Comparison

The maximum STCIX drawdown since its inception was -51.58%, which is greater than SAMHX's maximum drawdown of -27.54%. Use the drawdown chart below to compare losses from any high point for STCIX and SAMHX.


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Drawdown Indicators


STCIXSAMHXDifference

Max Drawdown

Largest peak-to-trough decline

-51.58%

-27.54%

-24.04%

Max Drawdown (1Y)

Largest decline over 1 year

-16.20%

-3.45%

-12.75%

Max Drawdown (5Y)

Largest decline over 5 years

-33.44%

-15.02%

-18.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.44%

-19.04%

-14.40%

Current Drawdown

Current decline from peak

-16.20%

-2.42%

-13.78%

Average Drawdown

Average peak-to-trough decline

-10.17%

-2.39%

-7.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.34%

0.81%

+3.53%

Volatility

STCIX vs. SAMHX - Volatility Comparison

Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a higher volatility of 5.47% compared to Virtus Seix High Yield Fund (SAMHX) at 1.31%. This indicates that STCIX's price experiences larger fluctuations and is considered to be riskier than SAMHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STCIXSAMHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

1.31%

+4.16%

Volatility (6M)

Calculated over the trailing 6-month period

11.84%

2.29%

+9.55%

Volatility (1Y)

Calculated over the trailing 1-year period

21.96%

3.90%

+18.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.91%

4.90%

+17.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.70%

5.19%

+16.51%