ROST vs. VRTS
Compare and contrast key facts about Ross Stores, Inc. (ROST) and Virtus Investment Partners, Inc. (VRTS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROST or VRTS.
Correlation
The correlation between ROST and VRTS is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ROST vs. VRTS - Performance Comparison
Key characteristics
ROST:
0.56
VRTS:
-0.02
ROST:
1.00
VRTS:
0.21
ROST:
1.12
VRTS:
1.02
ROST:
0.78
VRTS:
-0.01
ROST:
1.94
VRTS:
-0.05
ROST:
6.00%
VRTS:
10.02%
ROST:
20.85%
VRTS:
31.30%
ROST:
-82.23%
VRTS:
-74.36%
ROST:
-4.77%
VRTS:
-27.65%
Fundamentals
ROST:
$49.77B
VRTS:
$1.64B
ROST:
$6.36
VRTS:
$16.45
ROST:
23.72
VRTS:
14.20
ROST:
1.98
VRTS:
0.62
ROST:
$21.24B
VRTS:
$886.05M
ROST:
$5.95B
VRTS:
$603.23M
ROST:
$3.09B
VRTS:
$378.31M
Returns By Period
In the year-to-date period, ROST achieves a 8.58% return, which is significantly higher than VRTS's -6.72% return. Over the past 10 years, ROST has outperformed VRTS with an annualized return of 13.43%, while VRTS has yielded a comparatively lower 4.93% annualized return.
ROST
8.58%
7.10%
1.45%
11.63%
6.27%
13.43%
VRTS
-6.72%
-6.23%
0.87%
-4.39%
15.38%
4.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ROST vs. VRTS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ross Stores, Inc. (ROST) and Virtus Investment Partners, Inc. (VRTS). 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
ROST vs. VRTS - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 0.99%, less than VRTS's 3.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 0.99% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.88% | 0.85% | 0.91% |
VRTS Virtus Investment Partners, Inc. | 3.65% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% | 0.00% |
Drawdowns
ROST vs. VRTS - Drawdown Comparison
The maximum ROST drawdown since its inception was -82.23%, which is greater than VRTS's maximum drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for ROST and VRTS. For additional features, visit the drawdowns tool.
Volatility
ROST vs. VRTS - Volatility Comparison
Ross Stores, Inc. (ROST) and Virtus Investment Partners, Inc. (VRTS) have volatilities of 7.21% and 7.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ROST vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between Ross Stores, Inc. and Virtus Investment Partners, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities