Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCFRX (Virtus Westchester Credit Event Fund Class A) | 0.94% | 3.26% | 5.69% | 3.20% | 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 |
|---|---|---|
| WCFRX (Virtus Westchester Credit Event Fund Class A) | 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 | 3.26 | 5.69 | 3.20 | NA | NA | NA | … | … | 0.94 | 4.36 | 6.83 | 9.23 | -5.28 | 7.07 | 16.26 | 12.59 | -3.33 |
| Sharpe Ratio | NA | 0.41 | 1.50 | 0.29 | NA | NA | NA | … | … | -0.09 | 0.70 | 2.65 | 2.86 | -1.68 | 0.89 | 1.11 | 4.21 | -1.99 |
| Standard Deviation(%) | NA | 1.67 | 1.76 | 2.46 | NA | NA | NA | … | … | 1.99 | 2.12 | 1.21 | 1.96 | 4.00 | 7.88 | 14.40 | 2.64 | 2.43 |
| Draw Down(%) | NA | 1.29 | 2.43 | 9.58 | NA | NA | NA | … | … | 1.20 | 2.43 | 0.43 | 1.00 | 8.75 | 9.04 | 23.56 | 1.51 | 4.57 |
| Yield(%) | 0.00 | 6.95 | 5.62 | 5.40 | 4.01 | 2.67 | 2.01 | … | … | 1.37 | 5.73 | 5.41 | 4.34 | 0.20 | 13.06 | 1.03 | 3.25 | 1.37 |
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 |
|---|---|---|---|---|
| WCFRX (Virtus Westchester Credit Event Fund Class A) |
0.65%
Feb 2021 – Feb 2024 |
2.37%
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 |
|---|---|---|---|---|
| WCFRX (Virtus Westchester Credit Event Fund Class A) |
12.82%
Mar 2020 – Mar 2023 |
10.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart