RAGHX vs. DRGTX

In the year-to-date period, RAGHX achieves a 4.41% return, which is significantly higher than DRGTX's -4.67% return. Over the past 10 years, RAGHX has underperformed DRGTX with an annualized return of -2.00%, while DRGTX has yielded a comparatively higher 3.34% annualized return.

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RAGHX has a 1.37% expense ratio, which is higher than DRGTX's 1.16% expense ratio.

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.

The current RAGHX Sharpe Ratio is -0.40, which is lower than the DRGTX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of RAGHX and DRGTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither RAGHX nor DRGTX has paid dividends to shareholders.

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.

The current volatility for Virtus Health Sciences Fund (RAGHX) is 3.72%, while Virtus Technology Fund (DRGTX) has a volatility of 6.73%. 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.