VIMCX vs. SCATX

Last updated Aug 4, 2026

VIMCX (Virtus KAR Mid-Cap Core Fund) and SCATX (Virtus Zevenbergen Innovative Growth Stock Fund) are both mutual funds - VIMCX is a Mid Cap Growth Equities fund managed by Virtus, while SCATX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, VIMCX returned 10.70%/yr vs 15.99%/yr for SCATX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. VIMCX charges 0.95%/yr vs 1.00%/yr for SCATX.

Performance

VIMCX vs. SCATX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Zevenbergen Innovative Growth Stock Fund (SCATX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VIMCX achieves a 0.96% return, which is significantly higher than SCATX's -1.94% return. Over the past 10 years, VIMCX has underperformed SCATX with an annualized return of 10.70%, while SCATX has yielded a comparatively higher 15.99% annualized return.

VIMCX

• 1D: 0.26%
• 1M: -0.48%
• 6M: -3.46%
• YTD: 0.96%
• 1Y: 0.27%
• 3Y*: 4.58%
• 5Y*: 2.15%
• 10Y*: 10.70%
• ALL TIME*: 12.49%

SCATX

• 1D: 1.65%
• 1M: -5.53%
• 6M: 0.88%
• YTD: -1.94%
• 1Y: -0.58%
• 3Y*: 15.39%
• 5Y*: -0.01%
• 10Y*: 15.99%
• ALL TIME*: 11.73%

*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)
SCATX Virtus Zevenbergen Innovative Growth Stock Fund	$0.00	$0.00	$0.00
VIMCX Virtus KAR Mid-Cap Core Fund	$0.00	$0.00	$0.00

VIMCX vs. SCATX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VIMCX Virtus KAR Mid-Cap Core Fund	0.96%	0.72%	5.20%	22.64%	-19.75%	25.28%	26.11%	31.74%	-4.18%	24.95%
SCATX Virtus Zevenbergen Innovative Growth Stock Fund	-1.94%	10.22%	35.81%	65.58%	-55.30%	-9.93%	119.67%	37.02%	10.84%	34.23%

Correlation

The correlation between VIMCX and SCATX is 0.51, 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.	0.51
Correlation (3Y) Balances recent behavior with more history.	0.61
Correlation (5Y) Shows whether the relationship held over a longer period.	0.68
Correlation (10Y) Provides a long-term view across more market conditions.	0.66
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009	0.72

Over the past year, the correlation between VIMCX and SCATX has dropped to 0.51 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

Return for Risk

VIMCX vs. SCATX — Risk / Return Rank

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

VIMCX

VIMCX Risk / Return Rank: 4
VIMCX Sharpe Ratio Rank: 4
VIMCX Sortino Ratio Rank: 4
VIMCX Omega Ratio Rank: 4
VIMCX Calmar Ratio Rank: 4
VIMCX Martin Ratio Rank: 4

SCATX

SCATX Risk / Return Rank: 3
SCATX Sharpe Ratio Rank: 3
SCATX Sortino Ratio Rank: 4
SCATX Omega Ratio Rank: 4
SCATX Calmar Ratio Rank: 3
SCATX Martin Ratio Rank: 3

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.

VIMCX vs. SCATX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Zevenbergen Innovative Growth Stock Fund (SCATX). 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.

	VIMCX	SCATX	Difference
Sharpe ratio: Return per unit of total volatility	-0.02	-0.11	+0.09
Sortino ratio: Return per unit of downside risk	0.10	0.03	+0.07
Omega ratio: Gain probability vs. loss probability	1.01	1.00	+0.01
Calmar ratio: Return relative to maximum drawdown	-0.02	-0.10	+0.08
Martin ratio: Return relative to average drawdown	-0.05	-0.25	+0.20

VIMCX vs. SCATX - Sharpe Ratio Comparison

The current VIMCX Sharpe Ratio is -0.02, which is higher than the SCATX Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of VIMCX and SCATX, 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

VIMCX vs. SCATX - Drawdown Comparison

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum SCATX drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for VIMCX and SCATX.

Drawdown Indicators

	VIMCX	SCATX	Difference
Max Drawdown Largest peak-to-trough decline	-33.92%	-66.92%	+33.00%
Max Drawdown (1Y) Largest decline over 1 year	-12.14%	-26.17%	+14.03%
Max Drawdown (3Y) Largest decline over 3 years	-20.32%	-30.26%	+9.94%
Max Drawdown (5Y) Largest decline over 5 years	-28.42%	-63.68%	+35.26%
Max Drawdown (10Y) Largest decline over 10 years	-33.92%	-66.92%	+33.00%
Current Drawdown Current decline from peak	-5.63%	-16.70%	+11.07%
Average Drawdown Average peak-to-trough decline	-4.89%	-15.85%	+10.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.86%	10.65%	-5.79%

Volatility

VIMCX vs. SCATX - Volatility Comparison

The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 3.84%, while Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a volatility of 8.04%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than SCATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VIMCX	SCATX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.84%	8.04%	-4.20%
Volatility (6M) Calculated over the trailing 6-month period	12.41%	21.00%	-8.59%
Volatility (1Y) Calculated over the trailing 1-year period	16.35%	25.69%	-9.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.21%	36.21%	-18.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.66%	32.78%	-14.12%

VIMCX vs. SCATX - Expense Ratio Comparison

VIMCX has a 0.95% expense ratio, which is lower than SCATX's 1.00% expense ratio.

Dividends

VIMCX vs. SCATX - Dividend Comparison

VIMCX's dividend yield for the trailing twelve months is around 4.37%, more than SCATX's 4.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCATX Virtus Zevenbergen Innovative Growth Stock Fund	4.19%	0.00%	0.00%	0.00%	4.30%	0.00%	0.00%	0.00%	6.18%	10.09%	18.59%	7.30%
VIMCX Virtus KAR Mid-Cap Core Fund	4.37%	4.41%	0.00%	2.36%	0.23%	1.58%	0.67%	0.94%	0.77%	0.29%	0.00%	0.63%

Frequently Asked Questions

Can I hold both VIMCX and SCATX in my portfolio?

VIMCX and SCATX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VIMCX or SCATX?

SCATX has higher volatility (8.04%) compared to VIMCX (3.84%). In terms of maximum drawdown, VIMCX dropped -33.92% vs SCATX's -66.92%.

Which has better risk-adjusted returns?

VIMCX currently has the higher Sharpe Ratio (-0.02 vs -0.11), 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.