AIO vs. PLTR

In the year-to-date period, AIO achieves a -3.96% return, which is significantly lower than PLTR's 67.04% return.

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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.

The current AIO Sharpe Ratio is 0.96, which is lower than the PLTR Sharpe Ratio of 6.76. The chart below compares the historical Sharpe Ratios of AIO and PLTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIO's dividend yield for the trailing twelve months is around 7.86%, while PLTR has not paid dividends to shareholders.

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.

The current volatility for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is 6.38%, while Palantir Technologies Inc. (PLTR) has a volatility of 21.81%. 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.