Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) | 21.67% | 25.60% | 27.22% | 21.47% | 11.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) | 09/14/2015 | 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 (%) | 2.32 | 25.60 | 27.22 | 21.47 | 11.87 | NA | NA | … | … | 21.67 | 3.49 | 41.45 | 11.99 | 30.81 | 44.75 | -18.60 | 9.61 | -17.16 | -1.15 | 31.49 | -17.49 |
| Sharpe Ratio | NA | 1.58 | 1.49 | 0.99 | 0.42 | NA | NA | … | … | 3.22 | 0.03 | 2.87 | 0.51 | 1.03 | 1.95 | -0.36 | 0.49 | -0.88 | -0.12 | 1.12 | -1.41 |
| Standard Deviation(%) | NA | 14.00 | 16.19 | 20.27 | 24.98 | NA | NA | … | … | 15.62 | 19.75 | 13.19 | 16.61 | 28.73 | 22.88 | 52.47 | 16.51 | 21.21 | 15.16 | 27.92 | 33.51 |
| Draw Down(%) | NA | 6.50 | 17.54 | 21.26 | 64.54 | NA | NA | … | … | 6.50 | 17.54 | 9.36 | 11.61 | 21.26 | 13.50 | 58.63 | 16.56 | 27.94 | 16.17 | 20.30 | 27.17 |
| Yield(%) | 0.00 | 8.00 | 6.83 | 6.48 | 4.79 | 3.14 | 2.35 | … | … | 0.00 | 8.95 | 3.57 | 3.70 | 3.74 | 5.14 | 4.09 | 4.44 | 3.14 | 2.67 | 3.18 | 0.76 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) |
-23.14%
Mar 2017 – Mar 2020 |
-8.47%
Oct 2015 – Oct 2020 |
8.95%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) |
43.12%
Mar 2020 – Mar 2023 |
37.16%
Mar 2020 – Mar 2025 |
14.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart