DRGTX vs. RAGHX
Compare and contrast key facts about Virtus Technology Fund (DRGTX) and Virtus Health Sciences Fund (RAGHX).
DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995. RAGHX is managed by Allianz Global Investors. It was launched on Feb 4, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRGTX or RAGHX.
Key characteristics
| DRGTX | RAGHX | |
|---|---|---|
| YTD Return | 34.71% | 4.69% |
| 1Y Return | 49.27% | 15.63% |
| 3Y Return (Ann) | -7.92% | -10.26% |
| 5Y Return (Ann) | 4.51% | -2.09% |
| 10Y Return (Ann) | 2.47% | -2.09% |
| Sharpe Ratio | 2.13 | 1.21 |
| Sortino Ratio | 2.71 | 1.76 |
| Omega Ratio | 1.37 | 1.22 |
| Calmar Ratio | 1.02 | 0.39 |
| Martin Ratio | 10.32 | 5.09 |
| Ulcer Index | 4.84% | 3.05% |
| Daily Std Dev | 23.42% | 12.80% |
| Max Drawdown | -83.33% | -40.70% |
| Current Drawdown | -22.72% | -28.27% |
Correlation
The correlation between DRGTX and RAGHX is 0.67, 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
DRGTX vs. RAGHX - Performance Comparison
In the year-to-date period, DRGTX achieves a 34.71% return, which is significantly higher than RAGHX's 4.69% return. Over the past 10 years, DRGTX has outperformed RAGHX with an annualized return of 2.47%, while RAGHX has yielded a comparatively lower -2.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DRGTX vs. RAGHX - Expense Ratio Comparison
DRGTX has a 1.16% expense ratio, which is lower than RAGHX's 1.37% expense ratio.
Risk-Adjusted Performance
DRGTX vs. RAGHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Virtus Health Sciences Fund (RAGHX). 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
DRGTX vs. RAGHX - Dividend Comparison
Neither DRGTX nor RAGHX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RAGHX Virtus Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.01% | 1.11% |
Drawdowns
DRGTX vs. RAGHX - Drawdown Comparison
The maximum DRGTX drawdown since its inception was -83.33%, which is greater than RAGHX's maximum drawdown of -40.70%. Use the drawdown chart below to compare losses from any high point for DRGTX and RAGHX. For additional features, visit the drawdowns tool.
Volatility
DRGTX vs. RAGHX - Volatility Comparison
Virtus Technology Fund (DRGTX) has a higher volatility of 6.71% compared to Virtus Health Sciences Fund (RAGHX) at 3.21%. This indicates that DRGTX's price experiences larger fluctuations and is considered to be riskier than RAGHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.