STCIX vs. SCATX

Last updated Jun 24, 2026

STCIX (Virtus Silvant Large-Cap Growth Stock Fund) and SCATX (Virtus Zevenbergen Innovative Growth Stock Fund) are both Large Cap Growth Equities funds from Virtus. Over the past 10 years, STCIX returned 17.41%/yr vs 17.70%/yr for SCATX. Their correlation of 0.87 suggests significant overlap in exposure. STCIX charges 1.23%/yr vs 1.00%/yr for SCATX.

Performance

STCIX vs. SCATX - 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 Zevenbergen Innovative Growth Stock Fund (SCATX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STCIX achieves a 0.76% return, which is significantly lower than SCATX's 1.63% return. Both investments have delivered pretty close results over the past 10 years, with STCIX having a 17.41% annualized return and SCATX not far ahead at 17.70%.

STCIX

• 1D: -1.83%
• 1M: -2.48%
• YTD: 0.76%
• 6M: -0.41%
• 1Y: 17.12%
• 3Y*: 21.33%
• 5Y*: 13.07%
• 10Y*: 17.41%

SCATX

• 1D: -0.56%
• 1M: 0.21%
• YTD: 1.63%
• 6M: -1.22%
• 1Y: 3.54%
• 3Y*: 19.23%
• 5Y*: 0.66%
• 10Y*: 17.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STCIX vs. SCATX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STCIX Virtus Silvant Large-Cap Growth Stock Fund	0.76%	18.87%	32.68%	48.92%	-29.37%	23.90%	36.00%	34.08%	-1.12%	26.84%
SCATX Virtus Zevenbergen Innovative Growth Stock Fund	1.63%	10.22%	35.81%	65.58%	-55.30%	-9.93%	119.67%	37.02%	10.84%	34.23%

Correlation

The correlation between STCIX and SCATX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.84
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005	0.87

The correlation between STCIX and SCATX has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.

Return for Risk

STCIX vs. SCATX — Risk / Return Rank

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

STCIX

STCIX Risk / Return Rank: 16
STCIX Sharpe Ratio Rank: 18
STCIX Sortino Ratio Rank: 16
STCIX Omega Ratio Rank: 17
STCIX Calmar Ratio Rank: 13
STCIX Martin Ratio Rank: 15

SCATX

SCATX Risk / Return Rank: 4
SCATX Sharpe Ratio Rank: 4
SCATX Sortino Ratio Rank: 5
SCATX Omega Ratio Rank: 5
SCATX Calmar Ratio Rank: 4
SCATX Martin Ratio Rank: 4

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. SCATX - 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 Zevenbergen Innovative Growth Stock Fund (SCATX). 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.

	STCIX	SCATX	Difference
Sharpe ratio: Return per unit of total volatility	1.11	0.23	+0.88
Sortino ratio: Return per unit of downside risk	1.58	0.47	+1.10
Omega ratio: Gain probability vs. loss probability	1.20	1.06	+0.14
Calmar ratio: Return relative to maximum drawdown	1.13	0.21	+0.91
Martin ratio: Return relative to average drawdown	3.90	0.55	+3.35

STCIX vs. SCATX - Sharpe Ratio Comparison

The current STCIX Sharpe Ratio is 1.11, which is higher than the SCATX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of STCIX and SCATX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STCIX vs. SCATX - Drawdown Comparison

The maximum STCIX drawdown since its inception was -51.58%, smaller than the maximum SCATX drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for STCIX and SCATX.

Drawdown Indicators

	STCIX	SCATX	Difference
Max Drawdown Largest peak-to-trough decline	-51.58%	-66.92%	+15.34%
Max Drawdown (1Y) Largest decline over 1 year	-16.20%	-26.17%	+9.97%
Max Drawdown (3Y) Largest decline over 3 years	-22.44%	-30.26%	+7.82%
Max Drawdown (5Y) Largest decline over 5 years	-33.44%	-63.68%	+30.24%
Max Drawdown (10Y) Largest decline over 10 years	-33.44%	-66.92%	+33.48%
Current Drawdown Current decline from peak	-6.04%	-13.67%	+7.63%
Average Drawdown Average peak-to-trough decline	-10.13%	-15.86%	+5.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.67%	10.21%	-5.54%

Volatility

STCIX vs. SCATX - Volatility Comparison

The current volatility for Virtus Silvant Large-Cap Growth Stock Fund (STCIX) is 6.39%, while Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a volatility of 9.54%. This indicates that STCIX experiences smaller price fluctuations and is considered to be less risky than SCATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STCIX	SCATX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.39%	9.54%	-3.15%
Volatility (6M) Calculated over the trailing 6-month period	13.01%	19.52%	-6.51%
Volatility (1Y) Calculated over the trailing 1-year period	16.49%	24.45%	-7.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.07%	36.11%	-14.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.83%	32.75%	-10.92%

STCIX vs. SCATX - Expense Ratio Comparison

STCIX has a 1.23% expense ratio, which is higher than SCATX's 1.00% expense ratio.

Dividends

STCIX vs. SCATX - Dividend Comparison

STCIX's dividend yield for the trailing twelve months is around 2.55%, less than SCATX's 4.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCATX Virtus Zevenbergen Innovative Growth Stock Fund	4.05%	0.00%	0.00%	0.00%	4.30%	0.00%	0.00%	0.00%	6.18%	10.09%	18.59%	7.30%
STCIX Virtus Silvant Large-Cap Growth Stock Fund	2.55%	2.15%	1.15%	3.61%	7.72%	12.40%	11.52%	14.30%	19.54%	52.96%	17.29%	9.82%

Frequently Asked Questions

Can I hold both STCIX and SCATX in my portfolio?

STCIX and SCATX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STCIX or SCATX?

SCATX has higher volatility (9.54%) compared to STCIX (6.39%). In terms of maximum drawdown, STCIX dropped -51.58% vs SCATX's -66.92%.

Which has better risk-adjusted returns?

STCIX currently has the higher Sharpe Ratio (1.11 vs 0.23), 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.