Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) | 1.16% | 3.51% | 5.99% | 3.52% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCFIX (Virtus Westchester Credit Event Fund Class I) | 01/11/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 3.51 | 5.99 | 3.52 | NA | NA | NA | … | … | 1.16 | 4.53 | 7.09 | 9.57 | -4.86 | 7.38 | 16.05 | 12.86 | -3.03 |
| Sharpe Ratio | NA | 0.51 | 1.64 | 0.42 | NA | NA | NA | … | … | 0.06 | 0.78 | 2.78 | 2.99 | -1.58 | 0.92 | 1.09 | 4.35 | -1.88 |
| Standard Deviation(%) | NA | 1.68 | 1.77 | 2.45 | NA | NA | NA | … | … | 1.98 | 2.12 | 1.25 | 1.99 | 3.99 | 7.95 | 14.43 | 2.62 | 2.42 |
| Draw Down(%) | NA | 1.19 | 2.48 | 9.20 | NA | NA | NA | … | … | 1.16 | 2.48 | 0.36 | 0.93 | 8.44 | 9.03 | 23.50 | 1.51 | 4.46 |
| Yield(%) | 0.00 | 7.53 | 5.97 | 5.93 | 4.45 | 2.97 | 2.23 | … | … | 1.51 | 6.20 | 5.63 | 4.56 | 2.34 | 13.15 | 2.03 | 3.32 | 1.57 |
Data as of 06/03/2026, Common starting date 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 |
2.68%
Feb 2021 – Feb 2026 |
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