VISAX vs. STCIX
VISAX (Virtus KAR International Small-Mid Cap Fund Class A) and STCIX (Virtus Silvant Large-Cap Growth Stock Fund) are both mutual funds - VISAX is a Foreign Small & Mid Cap Equities fund tracking the MSCI All Country World ex USA Small-Mid Cap Index, while STCIX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, VISAX returned 7.85%/yr vs 17.41%/yr for STCIX. A 0.52 correlation means they provide meaningful diversification when combined. VISAX charges 1.44%/yr vs 1.23%/yr for STCIX.
Performance
VISAX vs. STCIX - Performance Comparison
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Returns By Period
In the year-to-date period, VISAX achieves a 0.05% return, which is significantly lower than STCIX's 6.35% return. Over the past 10 years, VISAX has underperformed STCIX with an annualized return of 7.85%, while STCIX has yielded a comparatively higher 17.41% annualized return.
VISAX
- 1D
- 0.64%
- 1M
- 1.90%
- YTD
- 0.05%
- 6M
- 1.68%
- 1Y
- -3.97%
- 3Y*
- 9.65%
- 5Y*
- -1.18%
- 10Y*
- 7.85%
STCIX
- 1D
- -0.82%
- 1M
- 6.35%
- YTD
- 6.35%
- 6M
- 6.18%
- 1Y
- 24.86%
- 3Y*
- 24.33%
- 5Y*
- 15.54%
- 10Y*
- 17.41%
VISAX vs. STCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 0.05% | 13.92% | 3.87% | 21.99% | -34.52% | 5.48% | 24.02% | 27.25% | -7.04% | 28.20% |
STCIX Virtus Silvant Large-Cap Growth Stock Fund | 6.35% | 18.87% | 32.68% | 48.92% | -29.37% | 23.90% | 36.00% | 34.08% | -1.12% | 26.84% |
Correlation
The correlation between VISAX and STCIX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.52 |
The correlation between VISAX and STCIX shifts across timeframes, from 0.45 (3 years) to 0.55 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VISAX vs. STCIX — Risk / Return Rank
VISAX
STCIX
VISAX vs. STCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund Class A (VISAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). 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.
| VISAX | STCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.29 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 1.59 | -1.87 |
| Martin ratioReturn relative to average drawdown | -0.63 | 5.66 | -6.29 |
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
| VISAX | STCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 1.65 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.71 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.54 | +0.02 |
Drawdowns
VISAX vs. STCIX - Drawdown Comparison
The maximum VISAX drawdown since its inception was -50.44%, roughly equal to the maximum STCIX drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for VISAX and STCIX.
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Drawdown Indicators
| VISAX | STCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.44% | -51.58% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.06% | -16.20% | +1.14% |
Max Drawdown (3Y)Largest decline over 3 years | -15.68% | -22.44% | +6.76% |
Max Drawdown (5Y)Largest decline over 5 years | -50.44% | -33.44% | -17.00% |
Max Drawdown (10Y)Largest decline over 10 years | -50.44% | -33.44% | -17.00% |
Current DrawdownCurrent decline from peak | -12.91% | -0.82% | -12.09% |
Average DrawdownAverage peak-to-trough decline | -11.49% | -10.14% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 4.53% | +2.19% |
Volatility
VISAX vs. STCIX - Volatility Comparison
Virtus KAR International Small-Mid Cap Fund Class A (VISAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX) have volatilities of 3.77% and 3.70%, 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
| VISAX | STCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.70% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 11.87% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.51% | 15.61% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 21.94% | -5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 21.76% | -6.31% |
VISAX vs. STCIX - Expense Ratio Comparison
VISAX has a 1.44% expense ratio, which is higher than STCIX's 1.23% expense ratio.
Dividends
VISAX vs. STCIX - Dividend Comparison
VISAX's dividend yield for the trailing twelve months is around 3.30%, more than STCIX's 2.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STCIX Virtus Silvant Large-Cap Growth Stock Fund | 2.02% | 2.15% | 1.15% | 3.61% | 7.72% | 12.40% | 11.52% | 14.30% | 19.54% | 52.96% | 17.29% | 9.82% |
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 3.30% | 3.30% | 1.78% | 0.00% | 0.00% | 8.03% | 0.90% | 1.75% | 1.12% | 1.68% | 2.54% | 3.17% |
Frequently Asked Questions
VISAX and STCIX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VISAX has higher volatility (3.77%) compared to STCIX (3.70%). In terms of maximum drawdown, VISAX dropped -50.44% vs STCIX's -51.58%.
STCIX currently has the higher Sharpe Ratio (1.65 vs -0.34), 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.
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