Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) | 3.15% | 6.20% | 7.25% | 7.88% | NA | NA | NA | 6.66% |
Data as of 07/22/2025, AR inception is 01/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) | 01/11/2018 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 6.20 | 7.25 | 7.88 | NA | NA | NA | 6.66 | 3.15 | 7.09 | 9.57 | -4.86 | 7.38 | 16.05 | 12.86 | -3.03 |
| Sharpe Ratio | NA | 1.50 | 1.95 | 1.16 | NA | NA | NA | 0.69 | 1.06 | 2.78 | 2.99 | -1.58 | 0.92 | 1.09 | 4.35 | -1.88 |
| Standard Deviation(%) | NA | 2.06 | 2.16 | 5.04 | NA | NA | NA | 6.43 | 2.53 | 1.25 | 1.99 | 3.99 | 7.95 | 14.43 | 2.62 | 2.42 |
| Draw Down(%) | NA | 2.48 | 2.48 | 14.49 | NA | NA | NA | 23.50 | 2.48 | 0.36 | 0.93 | 8.44 | 9.03 | 23.50 | 1.51 | 4.46 |
| Yield(%) | 0.00 | 5.41 | 4.31 | 6.09 | 3.60 | 2.40 | 1.80 | 5.14 | 0.00 | 5.63 | 4.56 | 2.34 | 13.15 | 2.03 | 3.32 | 1.57 |
Data as of 07/22/2025, AR inception is 01/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) |
1.01%
Feb 2021 - Feb 2024 |
5.80%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) |
13.03%
Mar 2020 - Mar 2023 |
10.67%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart