Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTS (Virtus Investment Partners, Inc.) | -4.77% | -6.90% | 11.04% | 13.95% | 7.66% | 18.63% | NA | 22.41% |
Data as of 07/11/2025, AR inception is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTS (Virtus Investment Partners, Inc.) | 01/02/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.85 | -6.90 | 11.04 | 13.95 | 7.66 | 18.63 | NA | 22.41 | -4.77 | -5.56 | 30.90 | -33.50 | 38.98 | 82.57 | 56.62 | -29.81 | -0.99 | 2.66 | -29.82 | -14.37 | 65.41 | 59.11 | 67.53 | 185.35 | 51.43 |
| Sharpe Ratio | NA | -0.33 | 0.15 | 0.36 | 0.14 | NA | NA | 0.48 | -0.47 | -0.39 | 0.80 | -0.78 | 1.12 | 1.25 | 1.64 | -1.14 | -0.06 | 0.06 | -0.70 | -0.44 | 1.95 | 1.88 | 1.32 | 4.68 | 0.62 |
| Standard Deviation(%) | NA | 34.60 | 34.94 | 36.60 | 39.75 | NA | NA | 43.27 | 36.64 | 30.83 | 33.55 | 44.76 | 34.92 | 65.42 | 33.73 | 27.29 | 26.18 | 44.66 | 42.89 | 32.50 | 33.48 | 31.66 | 51.25 | 39.56 | 82.92 |
| Draw Down(%) | NA | 42.31 | 42.31 | 54.71 | 58.69 | NA | NA | 74.26 | 34.38 | 21.91 | 31.33 | 49.17 | 16.39 | 58.69 | 28.68 | 48.28 | 21.01 | 42.85 | 41.83 | 31.23 | 37.33 | 20.71 | 36.20 | 27.36 | 66.02 |
| Yield(%) | 0.00 | 3.76 | 4.47 | 4.98 | 3.28 | 14.00 | 20.58 | 25.72 | 2.05 | 3.37 | 3.53 | 2.12 | 1.86 | 2.30 | 2.86 | 1.65 | 1.48 | 1.54 | 1.35 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTS (Virtus Investment Partners, Inc.) |
-28.64%
May 2013 - May 2016 |
-15.58%
Dec 2013 - Dec 2018 |
-0.09%
May 2013 - May 2023 |
15.11%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTS (Virtus Investment Partners, Inc.) |
151.50%
Feb 2009 - Feb 2012 |
105.93%
Feb 2009 - Feb 2014 |
36.36%
Feb 2009 - Feb 2019 |
31.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart