Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) | 29.97% | 27.51% | 29.34% | 13.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIO (Virtus AllianzGI Artificial Intell & Tech Opps) | 10/29/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 27.51 | 29.34 | 13.11 | NA | NA | NA | … | … | 29.97 | 0.48 | 54.48 | 19.27 | -28.08 | 13.28 | 46.42 | 1.06 |
| Sharpe Ratio | NA | 1.53 | 1.30 | 0.46 | NA | NA | NA | … | … | 4.00 | -0.10 | 2.97 | 0.95 | -0.97 | 0.66 | 0.97 | 0.49 |
| Standard Deviation(%) | NA | 17.84 | 20.46 | 22.06 | NA | NA | NA | … | … | 19.89 | 25.32 | 17.14 | 16.63 | 30.43 | 20.23 | 47.26 | 10.83 |
| Draw Down(%) | NA | 11.42 | 30.23 | 37.39 | NA | NA | NA | … | … | 9.43 | 30.23 | 9.65 | 18.34 | 37.39 | 14.23 | 44.85 | 5.74 |
| Yield(%) | 0.00 | 12.25 | 12.75 | 9.86 | 8.33 | 5.55 | 4.16 | … | … | 3.43 | 12.38 | 10.42 | 11.01 | 7.16 | 19.23 | 12.21 | 0.55 |
Data as of 06/04/2026, Common starting date 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 |
8.23%
Mar 2021 – Mar 2026 |
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) |
29.92%
May 2023 – May 2026 |
19.27%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart