Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) | 3.34% | 22.02% | 25.05% | 16.84% | NA | NA | NA | 18.08% |
Data as of 07/11/2025, AR inception is 10/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) | 10/29/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 22.02 | 25.05 | 16.84 | NA | NA | NA | 18.08 | 3.34 | 54.48 | 19.27 | -28.08 | 13.28 | 46.42 | 1.06 |
| Sharpe Ratio | NA | 0.75 | 1.04 | 0.66 | NA | NA | NA | 0.49 | 0.17 | 2.97 | 0.95 | -0.97 | 0.66 | 0.97 | 0.49 |
| Standard Deviation(%) | NA | 26.58 | 21.32 | 23.08 | NA | NA | NA | 28.72 | 32.01 | 17.14 | 16.63 | 30.43 | 20.23 | 47.26 | 10.83 |
| Draw Down(%) | NA | 30.23 | 30.23 | 37.39 | NA | NA | NA | 44.85 | 30.23 | 9.65 | 18.34 | 37.39 | 14.23 | 44.85 | 5.74 |
| Yield(%) | 0.00 | 8.33 | 10.62 | 12.87 | 6.91 | 4.60 | 3.45 | 13.81 | 4.35 | 10.42 | 11.01 | 7.16 | 19.23 | 12.21 | 0.55 |
Data as of 07/11/2025, AR inception is 10/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) |
-0.95%
Dec 2020 - Dec 2023 |
16.05%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) |
26.75%
Jun 2022 - Jun 2025 |
19.27%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart