STVTX vs. THPGX

Last updated Aug 1, 2026

STVTX (Virtus Ceredex Large-Cap Value Equity Fund) and THPGX (Thompson LargeCap Fund) are both Large Cap Value Equities funds. Over the past 10 years, STVTX returned 10.54%/yr vs 14.28%/yr for THPGX. Their correlation of 0.88 means they have usually moved in the same direction. STVTX charges 0.97%/yr vs 0.99%/yr for THPGX.

Performance

STVTX vs. THPGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Ceredex Large-Cap Value Equity Fund (STVTX) and Thompson LargeCap Fund (THPGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STVTX achieves a 19.01% return, which is significantly higher than THPGX's 12.42% return. Over the past 10 years, STVTX has underperformed THPGX with an annualized return of 10.54%, while THPGX has yielded a comparatively higher 14.28% annualized return.

STVTX

• 1D: 1.38%
• 1M: 0.45%
• 6M: 13.95%
• YTD: 19.01%
• 1Y: 27.64%
• 3Y*: 15.44%
• 5Y*: 9.27%
• 10Y*: 10.54%
• ALL TIME*: 9.44%

THPGX

• 1D: -0.11%
• 1M: 0.60%
• 6M: 10.60%
• YTD: 12.42%
• 1Y: 33.89%
• 3Y*: 19.48%
• 5Y*: 12.66%
• 10Y*: 14.28%
• ALL TIME*: 9.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
STVTX Virtus Ceredex Large-Cap Value Equity Fund	$0.00	$0.00	$0.00
THPGX Thompson LargeCap Fund	$0.00	$0.00	$0.00

STVTX vs. THPGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STVTX Virtus Ceredex Large-Cap Value Equity Fund	19.01%	11.95%	9.91%	14.84%	-13.97%	25.70%	3.75%	31.00%	-10.77%	16.24%
THPGX Thompson LargeCap Fund	12.42%	27.10%	17.14%	22.06%	-15.78%	28.09%	15.49%	33.59%	-12.31%	18.24%

Correlation

The correlation between STVTX and THPGX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.77
Correlation (3Y) Balances recent behavior with more history.	0.84
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (10Y) Provides a long-term view across more market conditions.	0.89
Correlation (All Time) Calculated using the full available price history since Jan 3, 1994	0.88

The correlation between STVTX and THPGX shifts across timeframes, from 0.77 (1 year) to 0.89 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

STVTX vs. THPGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STVTX

STVTX Risk / Return Rank: 80
STVTX Sharpe Ratio Rank: 76
STVTX Sortino Ratio Rank: 75
STVTX Omega Ratio Rank: 71
STVTX Calmar Ratio Rank: 87
STVTX Martin Ratio Rank: 89

THPGX

THPGX Risk / Return Rank: 91
THPGX Sharpe Ratio Rank: 93
THPGX Sortino Ratio Rank: 90
THPGX Omega Ratio Rank: 86
THPGX Calmar Ratio Rank: 93
THPGX Martin Ratio Rank: 95

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STVTX vs. THPGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Large-Cap Value Equity Fund (STVTX) and Thompson LargeCap Fund (THPGX). 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.

	STVTX	THPGX	Difference
Sharpe ratio: Return per unit of total volatility	1.81	2.45	-0.64
Sortino ratio: Return per unit of downside risk	2.61	3.43	-0.82
Omega ratio: Gain probability vs. loss probability	1.32	1.43	-0.11
Calmar ratio: Return relative to maximum drawdown	3.17	3.83	-0.66
Martin ratio: Return relative to average drawdown	12.26	15.42	-3.16

STVTX vs. THPGX - Sharpe Ratio Comparison

The current STVTX Sharpe Ratio is 1.81, which is comparable to the THPGX Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of STVTX and THPGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STVTX vs. THPGX - Drawdown Comparison

The maximum STVTX drawdown since its inception was -53.12%, smaller than the maximum THPGX drawdown of -65.52%. Use the drawdown chart below to compare losses from any high point for STVTX and THPGX.

Drawdown Indicators

	STVTX	THPGX	Difference
Max Drawdown Largest peak-to-trough decline	-53.12%	-65.52%	+12.40%
Max Drawdown (1Y) Largest decline over 1 year	-8.06%	-8.16%	+0.10%
Max Drawdown (3Y) Largest decline over 3 years	-29.49%	-18.75%	-10.74%
Max Drawdown (5Y) Largest decline over 5 years	-29.49%	-26.49%	-3.00%
Max Drawdown (10Y) Largest decline over 10 years	-41.46%	-40.68%	-0.78%
Current Drawdown Current decline from peak	0.00%	-0.96%	+0.96%
Average Drawdown Average peak-to-trough decline	-7.66%	-9.54%	+1.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	2.03%	+0.05%

Volatility

STVTX vs. THPGX - Volatility Comparison

The current volatility for Virtus Ceredex Large-Cap Value Equity Fund (STVTX) is 2.95%, while Thompson LargeCap Fund (THPGX) has a volatility of 3.72%. This indicates that STVTX experiences smaller price fluctuations and is considered to be less risky than THPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STVTX	THPGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.95%	3.72%	-0.77%
Volatility (6M) Calculated over the trailing 6-month period	11.15%	9.54%	+1.61%
Volatility (1Y) Calculated over the trailing 1-year period	14.16%	12.79%	+1.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.15%	17.71%	+3.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.33%	19.83%	+0.50%

STVTX vs. THPGX - Expense Ratio Comparison

STVTX has a 0.97% expense ratio, which is lower than THPGX's 0.99% expense ratio.

Dividends

STVTX vs. THPGX - Dividend Comparison

STVTX's dividend yield for the trailing twelve months is around 15.49%, more than THPGX's 4.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STVTX Virtus Ceredex Large-Cap Value Equity Fund	15.49%	15.05%	22.34%	2.47%	11.17%	31.52%	5.63%	6.98%	29.94%	17.07%	0.39%	10.54%
THPGX Thompson LargeCap Fund	4.98%	5.60%	11.97%	8.38%	5.06%	4.95%	0.90%	2.73%	0.89%	0.82%	0.80%	0.72%

Frequently Asked Questions

Can I hold both STVTX and THPGX in my portfolio?

STVTX and THPGX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STVTX or THPGX?

THPGX has higher volatility (3.72%) compared to STVTX (2.95%). In terms of maximum drawdown, STVTX dropped -53.12% vs THPGX's -65.52%.

Which has better risk-adjusted returns?

THPGX currently has the higher Sharpe Ratio (2.45 vs 1.81), 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.