DRGTX vs. VITAX

The year-to-date returns for both stocks are quite close, with DRGTX having a -7.82% return and VITAX slightly lower at -7.97%. Over the past 10 years, DRGTX has underperformed VITAX with an annualized return of 17.12%, while VITAX has yielded a comparatively higher 19.37% annualized return.

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DRGTX has a 1.16% expense ratio, which is higher than VITAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 VITAX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of DRGTX and VITAX, 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 VITAX's dividend yield for the trailing twelve months is around 0.56%.

The maximum DRGTX drawdown since its inception was -83.33%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for DRGTX and VITAX. For additional features, visit the drawdowns tool.