Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLPAX (VIRTUS SELECT MLP AND ENERGY FUND CLASS A) | 20.72% | 23.48% | 26.60% | 21.76% | 11.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPAX (VIRTUS SELECT MLP AND ENERGY FUND CLASS A) | 09/14/2015 | 06/03/2026 |
| 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 (%) | -1.35 | 23.48 | 26.60 | 21.76 | 11.69 | NA | NA | … | … | 20.72 | 3.19 | 41.01 | 11.82 | 30.43 | 44.52 | -18.99 | 9.46 | -17.31 | -1.42 | 31.24 | -17.55 |
| Sharpe Ratio | NA | 1.58 | 1.48 | 0.98 | 0.41 | NA | NA | … | … | 3.23 | 0.02 | 2.88 | 0.50 | 1.01 | 1.94 | -0.37 | 0.48 | -0.89 | -0.14 | 1.12 | -1.41 |
| Standard Deviation(%) | NA | 13.92 | 16.11 | 20.22 | 24.89 | NA | NA | … | … | 15.62 | 19.66 | 12.98 | 16.57 | 28.74 | 22.90 | 52.21 | 16.55 | 21.12 | 15.18 | 27.75 | 33.50 |
| Draw Down(%) | NA | 6.52 | 17.58 | 21.31 | 64.60 | NA | NA | … | … | 6.52 | 17.58 | 9.12 | 11.63 | 21.31 | 13.50 | 58.58 | 16.53 | 27.98 | 16.19 | 20.30 | 27.17 |
| Yield(%) | 0.00 | 7.63 | 6.61 | 6.46 | 4.58 | 2.94 | 2.21 | … | … | 0.00 | 8.60 | 3.58 | 3.47 | 3.80 | 4.76 | 3.64 | 3.20 | 2.75 | 2.41 | 2.95 | 0.69 |
Data as of 06/03/2026, Common starting date is 09/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPAX (VIRTUS SELECT MLP AND ENERGY FUND CLASS A) |
-23.31%
Mar 2017 – Mar 2020 |
-8.69%
Oct 2015 – Oct 2020 |
8.68%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPAX (VIRTUS SELECT MLP AND ENERGY FUND CLASS A) |
42.76%
Mar 2020 – Mar 2023 |
36.81%
Mar 2020 – Mar 2025 |
13.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart