Westchester Capital Mutual Funds List
Here you can find all mutual funds issued by Westchester Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.63%
- Avg. 1 Year Return
- 5.89%
- Avg. 5 Year Return
- 2.39%
- Median Risk/Return Score
- 68 / 100
Westchester Capital Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Westchester Event-Driven Fund | Event Driven | Jan 1, 2014 | 1.63% | 1.55% | 4.56% | 11.16% | 68 |
Explore top Westchester Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Westchester Capital Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Virtus Westchester Event-Driven Fund | 68 | — | Jan 2014 |
Best-Performing Westchester Capital Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Virtus Westchester Event-Driven Fund | 2.39% | — | Jan 2014 |
Lowest-Cost Westchester Capital Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Virtus Westchester Event-Driven Fund | 1.63% | — | Jan 2014 |
Highest-Yield Westchester Capital Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Virtus Westchester Event-Driven Fund | 11.16% | — | Jan 2014 |
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