STITX vs. PWJZX

In the year-to-date period, STITX achieves a -26.91% return, which is significantly lower than PWJZX's 6.83% return. Over the past 10 years, STITX has underperformed PWJZX with an annualized return of -3.20%, while PWJZX has yielded a comparatively higher 9.01% annualized return.

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STITX has a 1.08% expense ratio, which is higher than PWJZX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus SGA International Growth Fund (STITX) and PGIM Jennison International Opportunities Fund (PWJZX). 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.

The current STITX Sharpe Ratio is -0.98, which is lower than the PWJZX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of STITX and PWJZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STITX's dividend yield for the trailing twelve months is around 0.01%, while PWJZX has not paid dividends to shareholders.

The maximum STITX drawdown since its inception was -70.75%, which is greater than PWJZX's maximum drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for STITX and PWJZX. For additional features, visit the drawdowns tool.

Virtus SGA International Growth Fund (STITX) has a higher volatility of 28.17% compared to PGIM Jennison International Opportunities Fund (PWJZX) at 4.45%. This indicates that STITX's price experiences larger fluctuations and is considered to be riskier than PWJZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.