Virtus Investment Partners, Inc. (VRTS)
Company Info
Highlights
$1.06B
$17.28
8.91
0.62
$682.81M
$440.11M
$349.65M
$142.18 - $252.82
$166.75
1.76%
1.58
Share Price Chart
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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 -28.90% year-to-date (YTD) and -31.36% in the last 12 months. Over the past 10 years, Virtus Investment Partners, Inc. had an annualized return of 3.77%, while the S&P 500 had an annualized return of 10.05%, indicating that Virtus Investment Partners, Inc. did not perform as well as the benchmark.
VRTS
-28.90%
-11.28%
-25.61%
-31.36%
18.95%
3.77%
^GSPC (Benchmark)
-6.75%
-5.05%
-5.60%
8.15%
14.14%
10.05%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.56% | -5.88% | -8.21% | -9.00% | -28.90% | ||||||||
| 2024 | -1.58% | -1.61% | 6.74% | -10.81% | 4.23% | -1.20% | 0.90% | -6.35% | -1.04% | 4.34% | 14.14% | -10.69% | -5.56% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VRTS is 9, meaning it’s performing worse than 91% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 5.29% dividend yield over the last twelve months, with an annual payout of $8.30 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.30 | $7.95 | $6.85 | $6.15 | $3.96 | $2.83 | $2.32 | $1.90 | $1.80 | $1.80 | $1.80 | $0.90 |
Dividend yield | 5.29% | 3.60% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.25 | $0.00 | $0.00 | $0.00 | $2.25 | ||||||||
| 2024 | $1.90 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $2.25 | $0.00 | $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 47.92%.
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 17.65%, 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 overview of how Virtus Investment Partners, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
PEG Ratio
PS Ratio
PB Ratio
Income Statement
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