AIO vs. PLTR
Compare and contrast key facts about Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Palantir Technologies Inc. (PLTR).
AIO is managed by Virtus. It was launched on Oct 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIO or PLTR.
Correlation
The correlation between AIO and PLTR is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIO vs. PLTR - Performance Comparison
Key characteristics
AIO:
2.25
PLTR:
5.27
AIO:
2.77
PLTR:
5.02
AIO:
1.40
PLTR:
1.67
AIO:
3.91
PLTR:
7.05
AIO:
15.14
PLTR:
35.91
AIO:
2.84%
PLTR:
9.32%
AIO:
18.98%
PLTR:
63.49%
AIO:
-44.88%
PLTR:
-84.62%
AIO:
-0.55%
PLTR:
-14.72%
Returns By Period
In the year-to-date period, AIO achieves a 3.79% return, which is significantly lower than PLTR's 40.51% return.
AIO
3.79%
3.75%
24.89%
46.51%
17.65%
N/A
PLTR
40.51%
45.44%
232.93%
367.33%
N/A
N/A
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Risk-Adjusted Performance
AIO vs. PLTR — Risk-Adjusted Performance Rank
AIO
PLTR
AIO vs. PLTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Palantir Technologies Inc. (PLTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIO vs. PLTR - Dividend Comparison
AIO's dividend yield for the trailing twelve months is around 7.12%, while PLTR has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 7.12% | 7.30% | 10.34% | 11.12% | 19.97% | 9.30% | 0.54% |
PLTR Palantir Technologies Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AIO vs. PLTR - Drawdown Comparison
The maximum AIO drawdown since its inception was -44.88%, smaller than the maximum PLTR drawdown of -84.62%. Use the drawdown chart below to compare losses from any high point for AIO and PLTR. For additional features, visit the drawdowns tool.
Volatility
AIO vs. PLTR - Volatility Comparison
The current volatility for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is 8.95%, while Palantir Technologies Inc. (PLTR) has a volatility of 29.11%. This indicates that AIO experiences smaller price fluctuations and is considered to be less risky than PLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.