Virtus Investment Partners, Inc. (VRTS)
Company Info
| ISIN | US92828Q1094 |
|---|---|
| CUSIP | 92828Q109 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $1.62B |
|---|---|
| EPS | $16.61 |
| PE Ratio | 13.64 |
| PEG Ratio | 0.62 |
| Revenue (TTM) | $869.44M |
| Gross Profit (TTM) | $402.51M |
| EBITDA (TTM) | $222.08M |
| Year Range | $160.67 - $263.39 |
| Target Price | $246.00 |
| Short % | 1.80% |
| Short Ratio | 1.56 |
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.
Popular comparisons: VRTS vs. MNST, VRTS vs. ROST, VRTS vs. AGM, VRTS vs. MBIN, VRTS vs. IIPR, VRTS vs. CVI, VRTS vs. BK
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 -5.54% year-to-date (YTD) and 39.11% in the last 12 months. Over the past 10 years, Virtus Investment Partners, Inc. had an annualized return of 4.16%, while the S&P 500 had an annualized return of 10.64%, indicating that Virtus Investment Partners, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -5.54% | 7.50% |
| 1 month | -7.32% | -1.61% |
| 6 months | 13.59% | 17.65% |
| 1 year | 39.11% | 26.26% |
| 5 years (annualized) | 15.94% | 11.73% |
| 10 years (annualized) | 4.16% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.58% | -1.61% | 6.74% | -11.56% | ||||||||
| 2023 | -7.79% | 6.18% | 23.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of VRTS is 76, placing it in the top 24% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Virtus Investment Partners, Inc.(VRTS)
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. granted a 3.24% dividend yield in the last twelve months. The annual payout for that period amounted to $7.35 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.35 | $6.85 | $6.15 | $3.96 | $2.83 | $2.32 | $1.90 | $1.80 | $1.80 | $1.80 | $0.90 |
Dividend yield | 3.24% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.90 | $0.00 | $0.00 | $1.90 | ||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 26.74%.
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 | 228 | 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 8.21%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |