Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRT (Virtu Financial, Inc.) | 59.01% | 31.22% | 47.80% | 14.84% | 15.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRT (Virtu Financial, Inc.) | 04/17/2015 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | 31.22 | 47.80 | 14.84 | 15.86 | NA | NA | … | … | 59.01 | -4.24 | 83.03 | 4.61 | -26.51 | 18.60 | 64.23 | -34.95 | 45.91 | 21.40 | -25.50 | 2.09 |
| Sharpe Ratio | NA | 0.82 | 1.35 | 0.37 | 0.40 | NA | NA | … | … | 4.93 | -0.23 | 2.29 | 0.03 | -0.84 | 0.59 | 1.44 | -1.10 | 0.95 | 0.62 | -0.86 | 0.10 |
| Standard Deviation(%) | NA | 29.16 | 32.06 | 32.20 | 35.43 | NA | NA | … | … | 35.18 | 30.98 | 34.71 | 29.75 | 33.19 | 31.74 | 44.16 | 33.21 | 47.24 | 33.56 | 29.91 | 29.60 |
| Draw Down(%) | NA | 27.83 | 27.83 | 54.52 | 56.23 | NA | NA | … | … | 11.40 | 27.83 | 22.87 | 22.28 | 45.90 | 25.76 | 22.93 | 40.72 | 46.38 | 26.35 | 46.01 | 16.71 |
| Yield(%) | 0.48 | 2.35 | 5.35 | 3.05 | 5.29 | 3.11 | 2.33 | … | … | 1.47 | 2.66 | 4.72 | 4.64 | 3.38 | 3.80 | 5.90 | 3.69 | 5.23 | 5.98 | 4.32 | 2.12 |
Data as of 06/05/2026, Common starting date is 04/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRT (Virtu Financial, Inc.) |
-11.85%
Jan 2021 – Jan 2024 |
-7.38%
Apr 2018 – Apr 2023 |
8.27%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRT (Virtu Financial, Inc.) |
46.39%
May 2023 – May 2026 |
24.14%
Jan 2020 – Jan 2025 |
15.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart