DRGTX vs. FITLX

In the year-to-date period, DRGTX achieves a -7.82% return, which is significantly lower than FITLX's -4.28% return.

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DRGTX has a 1.16% expense ratio, which is higher than FITLX's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Fidelity US Sustainability Index Fund (FITLX). 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 DRGTX Sharpe Ratio is 0.33, which is comparable to the FITLX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of DRGTX and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DRGTX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.35%.

The maximum DRGTX drawdown since its inception was -83.33%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for DRGTX and FITLX. For additional features, visit the drawdowns tool.