VRTS vs. AGM
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and Federal Agricultural Mortgage Corporation (AGM).
Performance
VRTS vs. AGM - Performance Comparison
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VRTS vs. AGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -16.44% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
AGM Federal Agricultural Mortgage Corporation | -14.60% | -7.96% | 6.08% | 74.61% | -5.83% | 72.62% | -6.60% | 43.16% | -20.38% | 39.64% |
Fundamentals
VRTS:
$20.04
AGM:
$24.96
VRTS:
6.71
AGM:
5.94
VRTS:
1.09
AGM:
0.67
VRTS:
$849.51M
AGM:
$1.61B
VRTS:
$335.56M
AGM:
$0.00
VRTS:
$343.68M
AGM:
$0.00
Returns By Period
In the year-to-date period, VRTS achieves a -16.44% return, which is significantly lower than AGM's -14.60% return. Over the past 10 years, VRTS has underperformed AGM with an annualized return of 8.83%, while AGM has yielded a comparatively higher 18.52% annualized return.
VRTS
- 1D
- 3.22%
- 1M
- -2.90%
- YTD
- -16.44%
- 6M
- -27.19%
- 1Y
- -17.61%
- 3Y*
- -7.07%
- 5Y*
- -7.78%
- 10Y*
- 8.83%
AGM
- 1D
- 2.76%
- 1M
- -4.90%
- YTD
- -14.60%
- 6M
- -10.00%
- 1Y
- -18.10%
- 3Y*
- 6.90%
- 5Y*
- 11.36%
- 10Y*
- 18.52%
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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.
| VRTS | AGM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | -0.55 | +0.06 |
Sortino ratioReturn per unit of downside risk | -0.48 | -0.55 | +0.07 |
Omega ratioGain probability vs. loss probability | 0.94 | 0.92 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.58 | +0.12 |
Martin ratioReturn relative to average drawdown | -0.98 | -1.19 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VRTS | AGM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | -0.55 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.38 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.54 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.31 | +0.11 |
Correlation
The correlation between VRTS and AGM is 0.42, 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.
Dividends
VRTS vs. AGM - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.92%, more than AGM's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 6.92% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
AGM Federal Agricultural Mortgage Corporation | 4.11% | 3.42% | 2.84% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% |
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 (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 | -52.34% | -28.00% | -24.34% |
Average DrawdownAverage peak-to-trough decline | -31.27% | -27.93% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.45% | 15.57% | +2.88% |
Volatility
VRTS vs. AGM - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 9.68% compared to Federal Agricultural Mortgage Corporation (AGM) at 8.44%. 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 | 9.68% | 8.44% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 24.82% | 24.80% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.18% | 32.95% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.66% | 30.03% | +5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.96% | 34.64% | +4.32% |
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 Apr 2026, Virtus Investment Partners, Inc. reported a gross profit of 0.00 and revenue of 208.02M. Therefore, the gross margin over that period was 0.0%.
AGM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported a gross profit of -284.04M and revenue of 401.81M. Therefore, the gross margin over that period was -70.7%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Virtus Investment Partners, Inc. reported an operating income of 39.82M and revenue of 208.02M, resulting in an operating margin of 19.1%.
AGM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported an operating income of -195.25M and revenue of 401.81M, resulting in an operating margin of -48.6%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Virtus Investment Partners, Inc. reported a net income of 35.45M and revenue of 208.02M, resulting in a net margin of 17.0%.
AGM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported a net income of 23.00M and revenue of 401.81M, resulting in a net margin of 5.7%.