STITX vs. VIMCX
Compare and contrast key facts about Virtus SGA International Growth Fund (STITX) and Virtus KAR Mid-Cap Core Fund (VIMCX).
STITX is managed by Virtus. It was launched on Jan 30, 1995. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Performance
STITX vs. VIMCX - Performance Comparison
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STITX vs. VIMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STITX Virtus SGA International Growth Fund | -12.34% | 9.66% | 29.27% | 17.26% | -18.17% | 8.67% | 23.31% | 29.06% | -7.69% | 31.58% |
VIMCX Virtus KAR Mid-Cap Core Fund | -6.62% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
Returns By Period
In the year-to-date period, STITX achieves a -12.34% return, which is significantly lower than VIMCX's -6.62% return. Over the past 10 years, STITX has underperformed VIMCX with an annualized return of 9.56%, while VIMCX has yielded a comparatively higher 10.08% annualized return.
STITX
- 1D
- 0.60%
- 1M
- -10.81%
- YTD
- -12.34%
- 6M
- -11.60%
- 1Y
- -5.75%
- 3Y*
- 10.53%
- 5Y*
- 5.16%
- 10Y*
- 9.56%
VIMCX
- 1D
- -0.17%
- 1M
- -10.94%
- YTD
- -6.62%
- 6M
- -8.91%
- 1Y
- -2.62%
- 3Y*
- 4.40%
- 5Y*
- 2.97%
- 10Y*
- 10.08%
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STITX vs. VIMCX - Expense Ratio Comparison
STITX has a 1.08% expense ratio, which is higher than VIMCX's 0.95% expense ratio.
Return for Risk
STITX vs. VIMCX — Risk / Return Rank
STITX
VIMCX
STITX vs. VIMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus SGA International Growth Fund (STITX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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.
| STITX | VIMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | -0.10 | -0.29 |
Sortino ratioReturn per unit of downside risk | -0.45 | -0.01 | -0.44 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.00 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.30 | -0.17 |
Martin ratioReturn relative to average drawdown | -1.70 | -0.87 | -0.82 |
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
| STITX | VIMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | -0.10 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.17 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.54 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.70 | -0.42 |
Correlation
The correlation between STITX and VIMCX is 0.72, 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
STITX vs. VIMCX - Dividend Comparison
STITX's dividend yield for the trailing twelve months is around 1.33%, less than VIMCX's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STITX Virtus SGA International Growth Fund | 1.33% | 1.17% | 59.54% | 0.33% | 5.28% | 7.65% | 19.31% | 31.59% | 0.30% | 0.12% | 0.47% | 10.60% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.73% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Drawdowns
STITX vs. VIMCX - Drawdown Comparison
The maximum STITX drawdown since its inception was -65.63%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for STITX and VIMCX.
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Drawdown Indicators
| STITX | VIMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.63% | -33.92% | -31.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -12.25% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -31.89% | -28.42% | -3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -31.89% | -33.92% | +2.03% |
Current DrawdownCurrent decline from peak | -28.41% | -12.71% | -15.70% |
Average DrawdownAverage peak-to-trough decline | -13.97% | -4.87% | -9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 4.22% | -0.14% |
Volatility
STITX vs. VIMCX - Volatility Comparison
Virtus SGA International Growth Fund (STITX) and Virtus KAR Mid-Cap Core Fund (VIMCX) have volatilities of 5.17% and 4.93%, 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.
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Volatility by Period
| STITX | VIMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 4.93% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 11.34% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 19.71% | -3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.68% | 18.00% | +22.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.00% | 18.62% | +12.38% |