Virtus Westchester Credit Event Fund (WCFRX)

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The chart shows the growth of an initial investment of $10,000 in Virtus Westchester Credit Event Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Virtus Westchester Credit Event Fund (WCFRX) has returned -0.85% so far this year and 2.49% over the past 12 months.

Based on dividend-adjusted daily data since Jan 2, 2018, WCFRX's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, your investment would double in approximately 12.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Mar 2020 at -14.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WCFRX closed higher 43% of trading days. The best single day was Dec 18, 2024 with a return of +5.3%, while the worst single day was Mar 18, 2020 at -6.0%.

Virtus Westchester Credit Event Fund has an annualized alpha of 3.75%, beta of 0.15, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 03, 2018.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.91%) than losses (18.73%) — typical of diversified or defensive assets.
• Beta of 0.15 may look defensive, but with R² of 0.20 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.20 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WCFRX has a high expense ratio of 1.90%, indicating above-average management fees.

WCFRX ranks 53 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Virtus Westchester Credit Event Fund (WCFRX) and compare them to a chosen benchmark (S&P 500 Index).

Virtus Westchester Credit Event Fund provided a 6.88% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Virtus Westchester Credit Event Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Virtus Westchester Credit Event Fund. 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 Westchester Credit Event Fund was 23.56%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The current Virtus Westchester Credit Event Fund drawdown is 1.79%.

The chart below shows the rolling one-month volatility.