Nasdaq - Delayed Quote USD

Virtus Silvant Large-Cap Growth Stock Fund (STCZX)

15.44 +0.16 (+1.05%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 28.74%
5y Average Return 20.26%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Oct 11, 2024) 49.35%
Worst 1Y Total Return (Oct 11, 2024) --
Best 3Y Total Return 49.35%
Worst 3Y Total Return 6.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STCZX
Category
YTD
26.46%
12.38%
1-Month
1.97%
5.09%
3-Month
1.49%
10.28%
1-Year
45.21%
41.70%
3-Year
13.55%
22.56%
5-Year
20.04%
21.98%
10-Year
15.45%
15.99%
Last Bull Market
31.81%
25.99%
Last Bear Market
-22.01%
-17.29%

Annual Total Return (%) History

Year
STCZX
Category
2024
--
--
2023
49.35%
--
2022
-29.08%
--
2021
24.08%
--
2020
36.39%
35.86%
2019
34.57%
31.90%
2018
-0.73%
-2.09%
2017
27.67%
27.67%

2016
-3.23%
3.23%
2015
8.15%
3.60%
2014
--
10.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.60% 9.69% 1.49% --
2023 17.44% 15.15% -3.82% 14.82%
2022 -8.26% -22.01% -4.04% 3.30%
2021 1.92% 11.46% -0.09% 9.32%
2020 -13.40% 27.45% 11.27% 11.05%
2019 16.74% 5.49% -0.63% 9.96%
2018 3.69% 5.15% 9.58% -16.91%
2017 7.71% 4.14% 5.30% 8.09%
2016 -3.69% -2.45% 4.91% -1.82%
2015 6.06% 2.03% -6.45% 6.83%

2014 3.95% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 67
3-Month 86
1-Year 15
3-Year 3
5-Year 11

Load Adjusted Returns

1-Year 45.21%
3-Year 13.55%
5-Year 20.04%
10-Year 15.45%

Performance & Risk

YTD Return 28.74%
5y Average Return 20.26%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Virtus
Net Assets 189.12M
YTD Return 26.46%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 2014

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 1000® Growth Index.

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