Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) | -0.98% | 17.88% | 21.66% | 28.51% | NA | NA | NA | 9.98% |
Data as of 07/11/2025, AR inception 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 | 07/11/2025 |
| 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 (%) | -0.25 | 17.88 | 21.66 | 28.51 | NA | NA | NA | 9.98 | -0.98 | 41.45 | 11.99 | 30.81 | 44.75 | -18.60 | 9.61 | -17.16 | -1.15 | 31.49 | -17.49 |
| Sharpe Ratio | NA | 0.71 | 0.94 | 1.15 | NA | NA | NA | 0.29 | -0.20 | 2.87 | 0.51 | 1.03 | 1.95 | -0.36 | 0.49 | -0.88 | -0.12 | 1.12 | -1.41 |
| Standard Deviation(%) | NA | 20.63 | 19.47 | 22.80 | NA | NA | NA | 26.59 | 24.67 | 13.19 | 16.61 | 28.73 | 22.88 | 52.47 | 16.51 | 21.21 | 15.16 | 27.92 | 33.51 |
| Draw Down(%) | NA | 17.54 | 17.54 | 21.26 | NA | NA | NA | 64.54 | 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 | 3.13 | 4.15 | 6.82 | 3.37 | 2.24 | 1.68 | 3.74 | 1.13 | 3.57 | 3.70 | 3.74 | 5.14 | 4.09 | 4.44 | 3.14 | 2.67 | 3.18 | 0.76 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) |
-23.14%
Mar 2017 - Mar 2020 |
-8.47%
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 |
|---|---|---|---|---|
| VLPIX (VIRTUS SELECT MLP AND ENERGY FUND CLASS I) |
43.12%
Mar 2020 - Mar 2023 |
37.16%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart