STITX vs. TEDMX

In the year-to-date period, STITX achieves a 8.82% return, which is significantly lower than TEDMX's 13.32% return. Over the past 10 years, STITX has underperformed TEDMX with an annualized return of -3.56%, while TEDMX has yielded a comparatively higher 3.72% annualized return.

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STITX has a 1.08% expense ratio, which is lower than TEDMX's 1.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus SGA International Growth Fund (STITX) and Templeton Developing Markets Trust (TEDMX). 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 -0.69, which is lower than the TEDMX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of STITX and TEDMX, 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%, less than TEDMX's 1.42% yield.

The maximum STITX drawdown since its inception was -70.75%, roughly equal to the maximum TEDMX drawdown of -70.70%. Use the drawdown chart below to compare losses from any high point for STITX and TEDMX. For additional features, visit the drawdowns tool.

Virtus SGA International Growth Fund (STITX) and Templeton Developing Markets Trust (TEDMX) have volatilities of 3.73% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.