VTEX vs. SCMBX
VTEX (VTEX) is a stock, while SCMBX (DWS Managed Municipal Bond Fund) is Municipal Bonds fund managed by BlackRock. Over the past 5 years, VTEX returned -29.36%/yr vs -0.24%/yr for SCMBX. Their 0.11 correlation means their historical movements had little consistent relationship.
Performance
VTEX vs. SCMBX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VTEX achieves a 14.63% return, which is significantly higher than SCMBX's 1.01% return.
VTEX
- 1D
- -1.37%
- 1M
- 4.11%
- 6M
- 37.26%
- YTD
- 14.63%
- 1Y
- -25.56%
- 3Y*
- -7.18%
- 5Y*
- -29.36%
- 10Y*
- —
- ALL TIME*
- -29.57%
SCMBX
- 1D
- -0.25%
- 1M
- -1.73%
- 6M
- 0.51%
- YTD
- 1.01%
- 1Y
- 5.79%
- 3Y*
- 3.09%
- 5Y*
- -0.24%
- 10Y*
- 1.63%
- ALL TIME*
- 4.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
VTEX VTEX | $3.91M | $3.51M | $5.47M |
VTEX vs. SCMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VTEX VTEX | 14.63% | -36.16% | -14.39% | 83.47% | -65.02% | -57.29% |
SCMBX DWS Managed Municipal Bond Fund | 1.01% | 3.21% | 2.52% | 6.64% | -12.83% | -0.51% |
Correlation
The correlation between VTEX and SCMBX is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2021 | 0.11 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VTEX vs. SCMBX — Risk / Return Rank
VTEX
SCMBX
VTEX vs. SCMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VTEX (VTEX) and DWS Managed Municipal Bond Fund (SCMBX). 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.
| VTEX | SCMBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.56 | ||
| Sortino ratioReturn per unit of downside risk | -3.49 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.49 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 2.16 | -2.70 |
| Martin ratioReturn relative to average drawdown | -0.81 | 6.99 | -7.80 |
Loading charts...
Drawdowns
VTEX vs. SCMBX - Drawdown Comparison
The maximum VTEX drawdown since its inception was -91.38%, which is greater than SCMBX's maximum drawdown of -18.17%. Use the drawdown chart below to compare losses from any high point for VTEX and SCMBX.
Loading charts...
Drawdown Indicators
| VTEX | SCMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.38% | -18.17% | -73.21% |
Max Drawdown (1Y)Largest decline over 1 year | -51.52% | -2.96% | -48.56% |
Max Drawdown (3Y)Largest decline over 3 years | -69.50% | -6.67% | -62.83% |
Max Drawdown (5Y)Largest decline over 5 years | -91.38% | -18.17% | -73.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.17% | — |
Current DrawdownCurrent decline from peak | -86.64% | -1.73% | -84.91% |
Average DrawdownAverage peak-to-trough decline | -79.27% | -2.22% | -77.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.92% | 0.91% | +34.01% |
Volatility
VTEX vs. SCMBX - Volatility Comparison
VTEX (VTEX) has a higher volatility of 13.86% compared to DWS Managed Municipal Bond Fund (SCMBX) at 1.18%. This indicates that VTEX's price experiences larger fluctuations and is considered to be riskier than SCMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VTEX | SCMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.86% | 1.18% | +12.68% |
Volatility (6M)Calculated over the trailing 6-month period | 36.36% | 2.52% | +33.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.89% | 3.12% | +50.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.39% | 4.44% | +55.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.98% | 4.33% | +56.65% |
Dividends
VTEX vs. SCMBX - Dividend Comparison
VTEX has not paid dividends to shareholders, while SCMBX's dividend yield for the trailing twelve months is around 3.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMBX DWS Managed Municipal Bond Fund | 3.87% | 4.46% | 3.49% | 2.64% | 2.36% | 3.27% | 3.57% | 4.32% | 3.42% | 3.31% | 3.87% | 3.99% |
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VTEX and SCMBX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTEX has higher volatility (13.86%) compared to SCMBX (1.18%). In terms of maximum drawdown, VTEX dropped -91.38% vs SCMBX's -18.17%.
SCMBX currently has the higher Sharpe Ratio (2.05 vs -0.52), 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.
Find the right allocation for VTEX and SCMBX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer