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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Sharpe Ratio: 0.80

AIO's Sharpe Ratio of 0.80 indicates that for each unit of volatility, it generates 0.80 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 1, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

AIO Sharpe Ratio Rank

AIO Sharpe Ratio Rank: 37.738
Below Average

AIO ranks above 37.7% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

AIO Sharpe Ratio Market Positioning

The chart shows AIO's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.65 or lower
  • Yellow zone (middle 50%): 0.65 to 1.37
  • Green zone (top 25%): 1.37 or higher
  • Top 1%: 3.58+
  • Median: 1.00 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Virtus Artificial Intelligence & Technology Opportunities Fund's Sharpe Ratio with other mutual funds in the Technology Equities category across multiple time periods, showing how AIO's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Apr 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ARKVXARK Venture Fund3.65
FDCPXFidelity Select Tech Hardware Portfolio2.58
FSELXFidelity Select Semiconductors Portfolio2.07
FIKGXFidelity Advisor Semiconductors Fund Class Z1.95
FELIXFidelity Advisor Semiconductors Fund Class I1.94
FELAXFidelity Advisor Semiconductors Fund Class A1.93
FELTXFidelity Advisor Semiconductors Fund Class M1.92
CCOYXColumbia Seligman Technology and Information Fund Institutional 3 Class1.92
SCMIXColumbia Seligman Technology and Information Fund Institutional 2 Class1.91
SLMCXColumbia Seligman Technology and Information Fund1.90
AIOVirtus Artificial Intelligence & Technology Opportunities Fund0.80

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AIO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AIO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Explore AIO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

AIO Sortino Ratio