AIO vs. PLTR

Last updated Jun 4, 2026

AIO (Virtus Artificial Intelligence & Technology Opportunities Fund) is Technology Equities fund managed by Virtus, while PLTR (Palantir Technologies Inc.) is a stock. Over the past 5 years, AIO returned 13.20%/yr vs 42.70%/yr for PLTR. A 0.50 correlation means they provide meaningful diversification when combined.

Performance

AIO vs. PLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Palantir Technologies Inc. (PLTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIO achieves a 30.26% return, which is significantly higher than PLTR's -20.00% return.

AIO

• 1D: 0.11%
• 1M: 11.21%
• YTD: 30.26%
• 6M: 29.79%
• 1Y: 29.76%
• 3Y*: 29.61%
• 5Y*: 13.20%
• 10Y*: —

PLTR

• 1D: -6.55%
• 1M: -2.62%
• YTD: -20.00%
• 6M: -19.24%
• 1Y: 6.78%
• 3Y*: 113.95%
• 5Y*: 42.70%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIO vs. PLTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AIO Virtus Artificial Intelligence & Technology Opportunities Fund	30.26%	0.48%	54.48%	19.27%	-28.06%	13.51%	29.48%
PLTR Palantir Technologies Inc.	-20.00%	135.03%	340.48%	167.45%	-64.74%	-22.68%	147.89%

Correlation

The correlation between AIO and PLTR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (5Y) Calculated over the trailing 5-year period	0.55
Correlation (All Time) Calculated using the full available price history since Oct 1, 2020	0.50

The correlation between AIO and PLTR shifts across timeframes, from 0.31 (1 year) to 0.55 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

AIO vs. PLTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIO

AIO Risk / Return Rank: 36
AIO Sharpe Ratio Rank: 34
AIO Sortino Ratio Rank: 34
AIO Omega Ratio Rank: 30
AIO Calmar Ratio Rank: 47
AIO Martin Ratio Rank: 35

PLTR

PLTR Risk / Return Rank: 43
PLTR Sharpe Ratio Rank: 45
PLTR Sortino Ratio Rank: 42
PLTR Omega Ratio Rank: 42
PLTR Calmar Ratio Rank: 44
PLTR Martin Ratio Rank: 44

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIO vs. PLTR - Risk-Adjusted Trends 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.

	AIO	PLTR	Difference
Sharpe ratio: Return per unit of total volatility	1.68	0.13	+1.55
Sortino ratio: Return per unit of downside risk	2.41	0.53	+1.88
Omega ratio: Gain probability vs. loss probability	1.29	1.07	+0.22
Calmar ratio: Return relative to maximum drawdown	2.62	0.18	+2.44
Martin ratio: Return relative to average drawdown	7.77	0.33	+7.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AIO vs. PLTR - Sharpe Ratio Comparison

The current AIO Sharpe Ratio is 1.68, which is higher than the PLTR Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of AIO and PLTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AIO	PLTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.68	0.13	+1.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	0.66	-0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	0.88	-0.22

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.

Drawdown Indicators

	AIO	PLTR	Difference
Max Drawdown Largest peak-to-trough decline	-44.88%	-84.62%	+39.74%
Max Drawdown (1Y) Largest decline over 1 year	-11.42%	-38.19%	+26.77%
Max Drawdown (3Y) Largest decline over 3 years	-30.23%	-40.61%	+10.38%
Max Drawdown (5Y) Largest decline over 5 years	-37.39%	-79.14%	+41.75%
Current Drawdown Current decline from peak	0.00%	-31.36%	+31.36%
Average Drawdown Average peak-to-trough decline	-10.96%	-40.31%	+29.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.84%	20.40%	-16.56%

Volatility

AIO vs. PLTR - Volatility Comparison

The current volatility for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is 5.68%, while Palantir Technologies Inc. (PLTR) has a volatility of 18.39%. 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.

Volatility by Period

	AIO	PLTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.68%	18.39%	-12.71%
Volatility (6M) Calculated over the trailing 6-month period	13.37%	38.32%	-24.95%
Volatility (1Y) Calculated over the trailing 1-year period	17.86%	51.70%	-33.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.04%	65.41%	-43.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.87%	69.86%	-42.99%

Dividends

AIO vs. PLTR - Dividend Comparison

AIO's dividend yield for the trailing twelve months is around 10.90%, while PLTR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AIO Virtus Artificial Intelligence & Technology Opportunities Fund	10.90%	13.75%	7.30%	10.34%	11.12%	19.97%	9.31%	0.54%
PLTR Palantir Technologies Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIO and PLTR in my portfolio?

AIO and PLTR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIO or PLTR?

PLTR has higher volatility (18.39%) compared to AIO (5.68%). In terms of maximum drawdown, AIO dropped -44.88% vs PLTR's -84.62%.

Which has better risk-adjusted returns?

AIO currently has the higher Sharpe Ratio (1.68 vs 0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.