Performance analysis of Virtus Investment Partners (VRTS)
Annual Return
Over the past 3 years, VRTS has had an average annual return of -5.80%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VRTS has had an average annual return of -9.76%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, VRTS has had an average annual return of +9.40%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 2, 2009, VRTS has had an average annual return of +18.50%, outperforming the benchmark SPY, which returned +14.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.90% | -22.09% | -5.51% | +30.88% | -33.54% | +38.92% | +82.45% | +56.62% | -29.82% | -0.99% | +2.67% | -30.11% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| -14.37% | +65.41% | +59.11% | +67.53% | +185.35% | +51.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.53% | -15.25% | -2.90% | +10.12% | -1.73% | +2.96% | -6.90% | ||||||
| 2025 | -8.54% | -5.88% | -8.21% | -9.58% | +11.14% | +6.27% | +7.81% | +4.20% | -5.66% | -13.06% | -1.98% | +2.23% | -22.09% |
| 2024 | -1.57% | -1.61% | +6.74% | -10.80% | +4.23% | -1.20% | +0.91% | -6.35% | -1.04% | +4.38% | +14.14% | -10.69% | -5.51% |
| 2023 | +13.13% | -2.07% | -9.52% | -3.41% | +4.70% | +3.51% | +5.03% | +0.67% | -2.47% | -7.83% | +6.18% | +23.59% | +30.88% |
| 2022 | -11.38% | -8.05% | -0.26% | -25.58% | +8.75% | -11.23% | +21.53% | -7.30% | -16.59% | +8.52% | +13.09% | -1.29% | -33.54% |
| 2021 | -2.86% | +19.48% | -6.14% | +16.46% | +2.84% | -1.23% | -0.29% | +13.24% | -0.76% | +3.62% | -7.07% | -0.09% | +38.92% |
| 2020 | +1.61% | -10.27% | -31.06% | +7.61% | +14.41% | +25.07% | +17.46% | +4.40% | -2.29% | +15.67% | +12.12% | +21.31% | +82.45% |
| 2019 | +13.98% | +13.72% | -4.65% | +26.25% | -17.14% | +5.72% | +0.28% | -0.44% | +3.64% | -1.29% | +8.59% | +3.33% | +56.62% |
| 2018 | +11.65% | -3.87% | +0.61% | -6.46% | +8.84% | +1.91% | +4.50% | -3.19% | -11.82% | -12.18% | -4.37% | -16.39% | -29.82% |
| 2017 | -7.29% | +0.60% | -3.42% | +0.88% | -5.36% | +10.18% | +6.59% | -10.02% | +9.48% | +0.69% | +3.14% | -4.17% | -0.99% |
Drawdown analysis of Virtus Investment Partners (VRTS)
The maximum drawdown for the VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current VRTS drawdown is -46.88%.
Since Jan 2, 2009 VRTS has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.37% | May 17, 2013 | 1723 | Mar 23, 2020 | 200 | Jan 6, 2021 | 1923 |
| -66.02% | Jan 6, 2009 | 39 | Mar 4, 2009 | 46 | May 8, 2009 | 85 |
| -55.49% | Nov 12, 2021 | 1086 | Mar 16, 2026 | Ongoing | Ongoing | Ongoing |
| -36.20% | Jul 26, 2011 | 41 | Sep 22, 2011 | 75 | Jan 10, 2012 | 116 |
| -27.36% | May 13, 2010 | 36 | Jul 6, 2010 | 18 | Jul 30, 2010 | 54 |
| -20.71% | Apr 2, 2012 | 50 | Jun 13, 2012 | 48 | Aug 21, 2012 | 98 |
| -20.54% | Jun 4, 2009 | 13 | Jun 23, 2009 | 134 | Jan 4, 2010 | 147 |
| -16.10% | Jan 2, 2009 | 1 | Jan 5, 2009 | 1 | Jan 6, 2009 | 2 |
| -16.00% | Apr 4, 2011 | 19 | May 2, 2011 | 43 | Jul 1, 2011 | 62 |
| -15.99% | Jun 3, 2021 | 31 | Jul 19, 2021 | 13 | Aug 5, 2021 | 44 |
| -15.15% | Mar 3, 2011 | 9 | Mar 16, 2011 | 6 | Mar 24, 2011 | 15 |
| -13.36% | Jan 14, 2021 | 8 | Jan 27, 2021 | 6 | Feb 4, 2021 | 14 |
| -11.91% | Dec 9, 2010 | 28 | Jan 20, 2011 | 9 | Feb 2, 2011 | 37 |
| -11.01% | Mar 1, 2021 | 18 | Mar 25, 2021 | 23 | Apr 28, 2021 | 41 |
| -10.29% | Aug 4, 2010 | 7 | Aug 13, 2010 | 13 | Sep 1, 2010 | 20 |
| -10.16% | Feb 3, 2012 | 21 | Mar 6, 2012 | 16 | Mar 28, 2012 | 37 |
| -9.99% | May 3, 2010 | 3 | May 6, 2010 | 4 | May 12, 2010 | 7 |
| -8.93% | Jan 20, 2010 | 11 | Feb 4, 2010 | 7 | Feb 16, 2010 | 18 |
| -8.76% | May 6, 2021 | 4 | May 12, 2021 | 6 | May 20, 2021 | 10 |
| -8.27% | Apr 12, 2013 | 4 | Apr 18, 2013 | 11 | May 3, 2013 | 15 |
| -7.23% | Feb 16, 2021 | 4 | Feb 22, 2021 | 5 | Mar 1, 2021 | 9 |
| -7.09% | Oct 25, 2021 | 2 | Oct 27, 2021 | 12 | Nov 12, 2021 | 14 |
| -6.87% | Sep 14, 2012 | 3 | Sep 19, 2012 | 19 | Oct 16, 2012 | 22 |
| -6.74% | May 20, 2009 | 6 | May 29, 2009 | 1 | Jun 1, 2009 | 7 |
| -6.66% | Sep 16, 2021 | 2 | Sep 20, 2021 | 21 | Oct 19, 2021 | 23 |