STCIX vs. VKSIX
Compare and contrast key facts about Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX).
STCIX is managed by Virtus. It was launched on Jun 9, 1992. VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Performance
STCIX vs. VKSIX - Performance Comparison
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STCIX vs. VKSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
STCIX Virtus Silvant Large-Cap Growth Stock Fund | -10.95% | 18.87% | 32.68% | 48.92% | -29.37% | 23.90% | 36.00% | 34.08% | -5.92% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | -6.61% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
Returns By Period
In the year-to-date period, STCIX achieves a -10.95% return, which is significantly lower than VKSIX's -6.61% 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%
VKSIX
- 1D
- 2.55%
- 1M
- -8.69%
- YTD
- -6.61%
- 6M
- -10.38%
- 1Y
- -7.96%
- 3Y*
- 3.69%
- 5Y*
- 0.09%
- 10Y*
- —
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STCIX vs. VKSIX - Expense Ratio Comparison
STCIX has a 1.23% expense ratio, which is higher than VKSIX's 1.02% expense ratio.
Return for Risk
STCIX vs. VKSIX — Risk / Return Rank
STCIX
VKSIX
STCIX vs. VKSIX - 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-Mid Cap Core Fund (VKSIX). 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 | VKSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | -0.39 | +1.16 |
Sortino ratioReturn per unit of downside risk | 1.27 | -0.46 | +1.72 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.95 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | -0.45 | +1.50 |
Martin ratioReturn relative to average drawdown | 3.86 | -1.22 | +5.08 |
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 | VKSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | -0.39 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.00 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.40 | +0.11 |
Correlation
The correlation between STCIX and VKSIX is 0.76, 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. VKSIX - Dividend Comparison
STCIX's dividend yield for the trailing twelve months is around 2.41%, more than VKSIX's 0.37% 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% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.37% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
STCIX vs. VKSIX - Drawdown Comparison
The maximum STCIX drawdown since its inception was -51.58%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for STCIX and VKSIX.
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Drawdown Indicators
| STCIX | VKSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.58% | -35.59% | -15.99% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -16.70% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -32.49% | -0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | — | — |
Current DrawdownCurrent decline from peak | -12.85% | -17.65% | +4.80% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -8.73% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 6.11% | -1.70% |
Volatility
STCIX vs. VKSIX - Volatility Comparison
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a higher volatility of 6.97% compared to Virtus KAR Small-Mid Cap Core Fund (VKSIX) at 5.13%. This indicates that STCIX's price experiences larger fluctuations and is considered to be riskier than VKSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STCIX | VKSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.13% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.49% | 11.82% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 19.42% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 19.14% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 21.07% | +0.66% |