Nasdaq USD

Virtus Zevenbergen Innovative Growth Stock Fund (SCATX)

44.49 -0.22 (-0.49%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 119.67%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 5

Performance & Risk

YTD Return 4.14%
5y Average Return 10.73%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.47
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SCATXCategory AverageSCATXCategory AverageSCATXCategory Average
Alpha -17.78 0.03 -2.53 0.04 -0.68 0.01
BETA 1.47 0.01 1.29 0.01 1.32 0.01
Mean Annual Return -0.07 0.02 1.43 0.02 1.37 0.01
R-squared 54.56 0.89 51.5 0.87 54.61 0.87
Standard Deviation 35.08 0.2 33.09 0.16 27 0.15
Sharpe Ratio -0.11 0.01 0.46 0.01 0.56 0.01
Treynor Ratio -6.59 0.21 7.96 0.21 9.23 0.15

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