STGIX vs. CRAIX
STGIX (Virtus Seix Core Bond Fund) and CRAIX (CCM Community Impact Bond Fund) are both Intermediate Core Bond funds. Over the past 10 years, STGIX returned 0.89%/yr vs 0.86%/yr for CRAIX. Their correlation of 0.85 means they have usually moved in the same direction. STGIX charges 0.64%/yr vs 0.88%/yr for CRAIX.
Performance
STGIX vs. CRAIX - Performance Comparison
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Returns By Period
In the year-to-date period, STGIX achieves a -1.31% return, which is significantly lower than CRAIX's -0.64% return. Both investments have delivered pretty close results over the past 10 years, with STGIX having a 0.89% annualized return and CRAIX not far behind at 0.86%.
STGIX
- 1D
- -0.33%
- 1M
- -1.62%
- 6M
- -1.39%
- YTD
- -1.31%
- 1Y
- 1.00%
- 3Y*
- 2.81%
- 5Y*
- -1.27%
- 10Y*
- 0.89%
- ALL TIME*
- 4.00%
CRAIX
- 1D
- -0.53%
- 1M
- -1.05%
- 6M
- -0.79%
- YTD
- -0.64%
- 1Y
- 1.78%
- 3Y*
- 3.65%
- 5Y*
- -0.14%
- 10Y*
- 0.86%
- ALL TIME*
- 2.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
STGIX vs. CRAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STGIX Virtus Seix Core Bond Fund | -1.31% | 6.38% | 0.35% | 4.54% | -13.84% | -1.58% | 8.89% | 7.48% | -0.27% | 2.91% |
CRAIX CCM Community Impact Bond Fund | -0.64% | 6.40% | 1.97% | 3.98% | -10.19% | -1.72% | 3.99% | 5.44% | 0.10% | 2.81% |
Correlation
The correlation between STGIX and CRAIX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 1999 | 0.85 |
The correlation between STGIX and CRAIX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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Return for Risk
STGIX vs. CRAIX — Risk / Return Rank
STGIX
CRAIX
STGIX vs. CRAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Core Bond Fund (STGIX) and CCM Community Impact Bond Fund (CRAIX). 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.
| STGIX | CRAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.18 | -0.62 |
| Martin ratioReturn relative to average drawdown | 1.38 | 2.95 | -1.57 |
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Drawdowns
STGIX vs. CRAIX - Drawdown Comparison
The maximum STGIX drawdown since its inception was -18.86%, which is greater than CRAIX's maximum drawdown of -14.53%. Use the drawdown chart below to compare losses from any high point for STGIX and CRAIX.
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Drawdown Indicators
| STGIX | CRAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.86% | -14.53% | -4.33% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -2.16% | -0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -5.37% | -4.02% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.38% | -14.20% | -4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -18.86% | -14.53% | -4.33% |
Current DrawdownCurrent decline from peak | -6.83% | -2.16% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -2.45% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 0.86% | +0.42% |
Volatility
STGIX vs. CRAIX - Volatility Comparison
Virtus Seix Core Bond Fund (STGIX) has a higher volatility of 1.04% compared to CCM Community Impact Bond Fund (CRAIX) at 0.97%. This indicates that STGIX's price experiences larger fluctuations and is considered to be riskier than CRAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STGIX | CRAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 0.97% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.97% | 2.41% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 3.02% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.96% | 4.62% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 3.66% | +1.28% |
STGIX vs. CRAIX - Expense Ratio Comparison
STGIX has a 0.64% expense ratio, which is lower than CRAIX's 0.88% expense ratio.
Dividends
STGIX vs. CRAIX - Dividend Comparison
STGIX's dividend yield for the trailing twelve months is around 3.80%, more than CRAIX's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | 2.88% | 3.01% | 2.92% | 2.48% | 1.61% | 1.18% | 1.77% | 2.32% | 2.30% | 2.78% | 2.28% | 2.12% |
STGIX Virtus Seix Core Bond Fund | 3.80% | 4.01% | 3.38% | 3.23% | 2.74% | 1.23% | 3.09% | 2.00% | 2.29% | 1.92% | 3.76% | 2.67% |
Frequently Asked Questions
STGIX and CRAIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STGIX has higher volatility (1.04%) compared to CRAIX (0.97%). In terms of maximum drawdown, STGIX dropped -18.86% vs CRAIX's -14.53%.
CRAIX currently has the higher Sharpe Ratio (0.84 vs 0.47), 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.
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