Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) | -1.86% | 14.32% | 19.68% | 25.90% | NA | NA | NA | 8.74% |
Data as of 07/17/2025, AR inception is 09/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) | 09/14/2015 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 14.32 | 19.68 | 25.90 | NA | NA | NA | 8.74 | -1.86 | 39.97 | 10.88 | 29.50 | 43.40 | -19.47 | 8.58 | -17.94 | -2.16 | 30.20 | -17.78 |
| Sharpe Ratio | NA | 0.66 | 0.88 | 1.09 | NA | NA | NA | 0.25 | -0.24 | 2.75 | 0.44 | 0.98 | 1.89 | -0.38 | 0.43 | -0.92 | -0.19 | 1.08 | -1.43 |
| Standard Deviation(%) | NA | 20.56 | 19.45 | 22.78 | NA | NA | NA | 26.54 | 24.58 | 13.20 | 16.63 | 28.74 | 22.96 | 52.31 | 16.41 | 20.99 | 15.17 | 27.86 | 33.54 |
| Draw Down(%) | NA | 17.72 | 17.72 | 21.40 | NA | NA | NA | 65.05 | 17.72 | 9.35 | 11.72 | 21.40 | 13.58 | 58.63 | 16.90 | 28.11 | 16.40 | 20.40 | 27.29 |
| Yield(%) | 0.00 | 2.18 | 2.84 | 4.73 | 2.40 | 1.60 | 1.20 | 2.67 | 0.74 | 2.61 | 2.31 | 2.87 | 3.96 | 3.30 | 3.16 | 2.24 | 1.71 | 2.22 | 0.47 |
Data as of 07/17/2025, AR inception is 09/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) |
-23.93%
Mar 2017 - Mar 2020 |
-9.41%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) |
41.72%
Mar 2020 - Mar 2023 |
35.81%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart