RAGHX vs. DRGTX
Compare and contrast key facts about Virtus Health Sciences Fund (RAGHX) and Virtus Technology Fund (DRGTX).
RAGHX is managed by Allianz Global Investors. It was launched on Feb 4, 2002. DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAGHX or DRGTX.
Key characteristics
| RAGHX | DRGTX | |
|---|---|---|
| YTD Return | 5.61% | 35.22% |
| 1Y Return | 19.20% | 51.27% |
| 3Y Return (Ann) | -9.90% | -8.00% |
| 5Y Return (Ann) | -1.92% | 4.58% |
| 10Y Return (Ann) | -2.02% | 2.50% |
| Sharpe Ratio | 1.30 | 2.13 |
| Sortino Ratio | 1.87 | 2.70 |
| Omega Ratio | 1.23 | 1.37 |
| Calmar Ratio | 0.42 | 1.02 |
| Martin Ratio | 5.45 | 10.31 |
| Ulcer Index | 3.06% | 4.84% |
| Daily Std Dev | 12.82% | 23.42% |
| Max Drawdown | -40.70% | -83.33% |
| Current Drawdown | -27.64% | -22.42% |
Correlation
The correlation between RAGHX and DRGTX 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
RAGHX vs. DRGTX - Performance Comparison
In the year-to-date period, RAGHX achieves a 5.61% return, which is significantly lower than DRGTX's 35.22% return. Over the past 10 years, RAGHX has underperformed DRGTX with an annualized return of -2.02%, while DRGTX has yielded a comparatively higher 2.50% 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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RAGHX vs. DRGTX - Expense Ratio Comparison
RAGHX has a 1.37% expense ratio, which is higher than DRGTX's 1.16% expense ratio.
Risk-Adjusted Performance
RAGHX vs. DRGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Health Sciences Fund (RAGHX) and Virtus Technology Fund (DRGTX). 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
RAGHX vs. DRGTX - Dividend Comparison
Neither RAGHX nor DRGTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
RAGHX Virtus Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.01% | 1.11% |
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RAGHX vs. DRGTX - Drawdown Comparison
The maximum RAGHX drawdown since its inception was -40.70%, smaller than the maximum DRGTX drawdown of -83.33%. Use the drawdown chart below to compare losses from any high point for RAGHX and DRGTX. For additional features, visit the drawdowns tool.
Volatility
RAGHX vs. DRGTX - Volatility Comparison
The current volatility for Virtus Health Sciences Fund (RAGHX) is 3.33%, while Virtus Technology Fund (DRGTX) has a volatility of 6.71%. This indicates that RAGHX experiences smaller price fluctuations and is considered to be less risky than DRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.