VRTS vs. AGM
VRTS (Virtus Investment Partners, Inc.) and AGM (Federal Agricultural Mortgage Corporation) are both stocks. Both are in the Financial Services sector — VRTS in Asset Management, AGM in Credit Services. Over the past 10 years, VRTS returned 9.14%/yr vs 22.12%/yr for AGM. At a 0.42 correlation, their price movements are largely independent.
Performance
VRTS vs. AGM - Performance Comparison
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Returns By Period
In the year-to-date period, VRTS achieves a -11.09% return, which is significantly lower than AGM's 6.32% return. Over the past 10 years, VRTS has underperformed AGM with an annualized return of 9.14%, while AGM has yielded a comparatively higher 22.12% annualized return.
VRTS
- 1D
- -0.73%
- 1M
- -2.12%
- YTD
- -11.09%
- 6M
- -11.85%
- 1Y
- -14.91%
- 3Y*
- -6.45%
- 5Y*
- -9.07%
- 10Y*
- 9.14%
AGM
- 1D
- -0.22%
- 1M
- 3.99%
- YTD
- 6.32%
- 6M
- 4.71%
- 1Y
- 0.81%
- 3Y*
- 12.56%
- 5Y*
- 16.12%
- 10Y*
- 22.12%
VRTS vs. AGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -11.09% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
AGM Federal Agricultural Mortgage Corporation | 6.32% | -7.96% | 6.08% | 74.61% | -5.83% | 72.62% | -6.60% | 43.16% | -20.38% | 39.64% |
Correlation
The correlation between VRTS and AGM is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.42 |
The correlation between VRTS and AGM shifts across timeframes, from 0.35 (1 year) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VRTS:
$16.98
AGM:
$24.06
VRTS:
8.28
AGM:
7.61
VRTS:
1.21
AGM:
1.18
VRTS:
$799.77M
AGM:
$1.35B
VRTS:
$646.06M
AGM:
$295.93M
VRTS:
$384.75M
AGM:
$192.59M
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Return for Risk
VRTS vs. AGM — Risk / Return Rank
VRTS
AGM
VRTS vs. AGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Federal Agricultural Mortgage Corporation (AGM). 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.
| VRTS | AGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.04 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 0.03 | -0.41 |
| Martin ratioReturn relative to average drawdown | -0.65 | 0.05 | -0.69 |
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Drawdowns
VRTS vs. AGM - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, smaller than the maximum AGM drawdown of -94.63%. Use the drawdown chart below to compare losses from any high point for VRTS and AGM.
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Drawdown Indicators
| VRTS | AGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -94.63% | +20.27% |
Max Drawdown (1Y)Largest decline over 1 year | -38.95% | -31.94% | -7.01% |
Max Drawdown (3Y)Largest decline over 3 years | -46.59% | -32.54% | -14.05% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -32.54% | -22.96% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -53.30% | -5.40% |
Current DrawdownCurrent decline from peak | -49.28% | -10.37% | -38.91% |
Average DrawdownAverage peak-to-trough decline | -31.50% | -27.84% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.12% | 16.97% | +6.15% |
Volatility
VRTS vs. AGM - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 9.43% compared to Federal Agricultural Mortgage Corporation (AGM) at 8.60%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than AGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTS | AGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 8.60% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 25.92% | 25.29% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.64% | 32.09% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.88% | 29.92% | +5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.61% | 34.53% | +4.08% |
Dividends
VRTS vs. AGM - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.72%, more than AGM's 3.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGM Federal Agricultural Mortgage Corporation | 3.39% | 3.42% | 2.84% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% |
VRTS Virtus Investment Partners, Inc. | 6.72% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
Financials
VRTS vs. AGM - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Federal Agricultural Mortgage Corporation. 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
VRTS vs. AGM - Profitability Comparison
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported a gross profit of 131.82M and revenue of 186.04M. Therefore, the gross margin over that period was 70.9%.
AGM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported a gross profit of 0.00 and revenue of 415.96M. Therefore, the gross margin over that period was 0.0%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported an operating income of 5.23M and revenue of 186.04M, resulting in an operating margin of 2.8%.
AGM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported an operating income of 0.00 and revenue of 415.96M, resulting in an operating margin of 0.0%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported a net income of 7.13M and revenue of 186.04M, resulting in a net margin of 3.8%.
AGM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported a net income of 51.83M and revenue of 415.96M, resulting in a net margin of 12.5%.
Frequently Asked Questions
VRTS and AGM have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRTS has higher volatility (9.43%) compared to AGM (8.60%). In terms of maximum drawdown, VRTS dropped -74.36% vs AGM's -94.63%.
AGM currently has the higher Sharpe Ratio (0.03 vs -0.43), 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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