VLPIX vs. RMLPX
VLPIX (Virtus Duff & Phelps Select MLP and Energy Fund) and RMLPX (Recurrent MLP & Infrastructure Fund) are both mutual funds - VLPIX is a Energy Equities fund managed by Virtus, while RMLPX is a Infrastructure Equities fund managed by Recurrent. Over the past 5 years, VLPIX returned 23.52%/yr vs 27.53%/yr for RMLPX. Their correlation of 0.94 means they have usually moved in the same direction. VLPIX charges 1.17%/yr vs 1.25%/yr for RMLPX.
Performance
VLPIX vs. RMLPX - Performance Comparison
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Returns By Period
In the year-to-date period, VLPIX achieves a 24.52% return, which is significantly lower than RMLPX's 39.36% return.
VLPIX
- 1D
- 0.31%
- 1M
- 1.05%
- 6M
- 16.18%
- YTD
- 24.52%
- 1Y
- 28.63%
- 3Y*
- 24.12%
- 5Y*
- 23.52%
- 10Y*
- 12.39%
- ALL TIME*
- 10.76%
RMLPX
- 1D
- 0.60%
- 1M
- 7.98%
- 6M
- 27.09%
- YTD
- 39.36%
- 1Y
- 45.90%
- 3Y*
- 28.04%
- 5Y*
- 27.53%
- 10Y*
- —
- ALL TIME*
- 14.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VLPIX vs. RMLPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 24.52% | 3.49% | 41.45% | 11.99% | 30.81% | 44.75% | -18.60% | 9.59% | -17.20% |
RMLPX Recurrent MLP & Infrastructure Fund | 39.36% | 8.98% | 30.03% | 16.79% | 35.03% | 42.56% | -28.37% | 15.33% | -15.93% |
Correlation
The correlation between VLPIX and RMLPX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2018 | 0.94 |
The correlation between VLPIX and RMLPX shifts across timeframes, from 0.84 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VLPIX vs. RMLPX — Risk / Return Rank
VLPIX
RMLPX
VLPIX vs. RMLPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Recurrent MLP & Infrastructure Fund (RMLPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VLPIX | RMLPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.43 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 4.88 | -0.46 |
| Martin ratioReturn relative to average drawdown | 11.13 | 13.01 | -1.89 |
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Drawdowns
VLPIX vs. RMLPX - Drawdown Comparison
The maximum VLPIX drawdown since its inception was -64.56%, roughly equal to the maximum RMLPX drawdown of -66.95%. Use the drawdown chart below to compare losses from any high point for VLPIX and RMLPX.
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Drawdown Indicators
| VLPIX | RMLPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -66.95% | +2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -9.09% | +2.44% |
Max Drawdown (3Y)Largest decline over 3 years | -17.54% | -18.75% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -22.83% | +1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -64.56% | — | — |
Current DrawdownCurrent decline from peak | -3.51% | -2.18% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -10.14% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.40% | -0.76% |
Volatility
VLPIX vs. RMLPX - Volatility Comparison
The current volatility for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) is 5.30%, while Recurrent MLP & Infrastructure Fund (RMLPX) has a volatility of 6.09%. This indicates that VLPIX experiences smaller price fluctuations and is considered to be less risky than RMLPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLPIX | RMLPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 6.09% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 14.14% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 17.19% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 21.25% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 27.92% | -3.34% |
VLPIX vs. RMLPX - Expense Ratio Comparison
VLPIX has a 1.17% expense ratio, which is lower than RMLPX's 1.25% expense ratio.
Dividends
VLPIX vs. RMLPX - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 7.87%, more than RMLPX's 4.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMLPX Recurrent MLP & Infrastructure Fund | 4.67% | 6.38% | 7.63% | 6.49% | 7.08% | 8.89% | 13.48% | 7.25% | 5.85% | 0.00% | 0.00% | 0.00% |
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 7.87% | 9.63% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.28% | 4.04% | 2.81% | 2.50% | 0.92% |
Frequently Asked Questions
VLPIX and RMLPX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMLPX has higher volatility (6.09%) compared to VLPIX (5.30%). In terms of maximum drawdown, VLPIX dropped -64.56% vs RMLPX's -66.95%.
RMLPX currently has the higher Sharpe Ratio (2.58 vs 2.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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