Virtus Investment Partners, Inc. (VRTS)
Company Info
Highlights
$1.70B
$16.45
14.70
0.62
$886.05M
$603.70M
$316.20M
$185.22 - $256.44
$233.25
1.62%
2.64
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Virtus Investment Partners, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Virtus Investment Partners, Inc. had a return of 1.90% year-to-date (YTD) and 24.45% in the last 12 months. Over the past 10 years, Virtus Investment Partners, Inc. had an annualized return of 6.68%, while the S&P 500 had an annualized return of 11.16%, indicating that Virtus Investment Partners, Inc. did not perform as well as the benchmark.
VRTS
1.90%
7.84%
3.89%
24.45%
18.56%
6.68%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of VRTS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.58% | -1.61% | 6.74% | -10.81% | 4.23% | -1.20% | 0.90% | -6.35% | -1.04% | 4.34% | 1.90% | ||
| 2023 | 13.11% | -2.07% | -9.52% | -3.40% | 4.70% | 3.51% | 5.00% | 0.67% | -2.47% | -7.79% | 6.18% | 23.59% | 30.90% |
| 2022 | -11.39% | -8.05% | -0.26% | -25.57% | 8.75% | -11.23% | 21.57% | -7.30% | -16.59% | 8.54% | 13.09% | -1.29% | -33.50% |
| 2021 | -2.84% | 19.48% | -6.14% | 16.47% | 2.84% | -1.23% | -0.29% | 13.24% | -0.76% | 3.62% | -7.07% | -0.09% | 38.98% |
| 2020 | 1.61% | -10.27% | -31.06% | 7.66% | 14.41% | 25.07% | 17.45% | 4.40% | -2.29% | 15.67% | 12.12% | 21.31% | 82.52% |
| 2019 | 13.97% | 13.72% | -4.65% | 26.25% | -17.14% | 5.72% | 0.28% | -0.44% | 3.64% | -1.28% | 8.59% | 3.33% | 56.62% |
| 2018 | 11.64% | -3.87% | 0.61% | -6.46% | 8.84% | 1.91% | 4.51% | -3.19% | -11.82% | -12.18% | -4.37% | -16.39% | -29.81% |
| 2017 | -7.29% | 0.60% | -3.42% | 0.88% | -5.36% | 10.18% | 6.59% | -10.02% | 9.48% | 0.69% | 3.14% | -4.16% | -0.99% |
| 2016 | -24.73% | 4.33% | -14.92% | 0.78% | 4.08% | -12.57% | 19.07% | 8.20% | 7.30% | 10.16% | 7.92% | 1.94% | 2.66% |
| 2015 | -20.19% | -2.70% | -0.91% | 2.52% | -6.89% | 6.30% | -8.26% | -4.80% | -12.65% | 16.96% | 16.40% | -13.78% | -30.09% |
| 2014 | -8.89% | 1.59% | -6.48% | 6.83% | -0.27% | 14.78% | -2.95% | 9.09% | -22.35% | 3.45% | -14.07% | 10.71% | -14.37% |
| 2013 | 23.21% | 12.75% | 10.87% | 2.53% | 21.39% | -23.98% | 5.80% | -6.54% | -6.69% | 25.14% | 2.10% | -3.73% | 65.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VRTS is 62, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Virtus Investment Partners, Inc. provided a 3.34% dividend yield over the last twelve months, with an annual payout of $7.95 per share. The company has been increasing its dividends for 9 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.95 | $6.85 | $6.15 | $3.96 | $2.83 | $2.32 | $1.90 | $1.80 | $1.80 | $1.80 | $0.90 |
Dividend yield | 3.34% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Virtus Investment Partners, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.90 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $2.25 | $0.00 | $7.95 | |
| 2023 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $6.85 |
| 2022 | $1.50 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $6.15 |
| 2021 | $0.82 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $3.96 |
| 2020 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $2.83 |
| 2019 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $2.32 |
| 2018 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $1.90 |
| 2017 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.80 |
| 2016 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.80 |
| 2015 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.80 |
| 2014 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.90 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Virtus Investment Partners, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Virtus Investment Partners, Inc. was 74.36%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current Virtus Investment Partners, Inc. drawdown is 20.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.36% | May 20, 2013 | 1723 | Mar 23, 2020 | 200 | Jan 6, 2021 | 1923 |
| -66.02% | Jan 7, 2009 | 39 | Mar 4, 2009 | 46 | May 8, 2009 | 85 |
| -54.71% | Nov 15, 2021 | 229 | Oct 12, 2022 | — | — | — |
| -36.2% | Jul 27, 2011 | 41 | Sep 22, 2011 | 75 | Jan 10, 2012 | 116 |
| -27.36% | May 14, 2010 | 36 | Jul 6, 2010 | 18 | Jul 30, 2010 | 54 |
Volatility
Volatility Chart
The current Virtus Investment Partners, Inc. volatility is 13.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Virtus Investment Partners, Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for VRTS in comparison to other companies of the Asset Management industry. Currently, VRTS has a PE value of 14.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for VRTS in comparison to other companies of the Asset Management industry. Currently, VRTS has a PEG value of 0.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Virtus Investment Partners, Inc..
Loading data...
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |