VRTS vs. CVI
VRTS (Virtus Investment Partners, Inc.) and CVI (CVR Energy, Inc.) are both stocks. VRTS operates in Asset Management (Financial Services), while CVI operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, VRTS returned 9.25%/yr vs 19.31%/yr for CVI. At a 0.31 correlation, their price movements are largely independent.
Performance
VRTS vs. CVI - Performance Comparison
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Returns By Period
In the year-to-date period, VRTS achieves a -10.24% return, which is significantly lower than CVI's 8.91% return. Over the past 10 years, VRTS has underperformed CVI with an annualized return of 9.25%, while CVI has yielded a comparatively higher 19.31% annualized return.
VRTS
- 1D
- 0.95%
- 1M
- -1.19%
- YTD
- -10.24%
- 6M
- -11.53%
- 1Y
- -14.60%
- 3Y*
- -6.15%
- 5Y*
- -8.90%
- 10Y*
- 9.25%
CVI
- 1D
- -2.51%
- 1M
- -16.18%
- YTD
- 8.91%
- 6M
- 5.38%
- 1Y
- 2.99%
- 3Y*
- 10.02%
- 5Y*
- 26.88%
- 10Y*
- 19.31%
VRTS vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -10.24% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
CVI CVR Energy, Inc. | 8.91% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Correlation
The correlation between VRTS and CVI is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.31 |
Over the past year, the correlation between VRTS and CVI has dropped to 0.02 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
VRTS:
$965.84M
CVI:
$2.73B
VRTS:
$16.98
CVI:
-$0.42
VRTS:
1.22
CVI:
0.36
VRTS:
1.05
CVI:
5.08
VRTS:
$799.77M
CVI:
$7.50B
VRTS:
$646.06M
CVI:
-$1.54B
VRTS:
$384.75M
CVI:
$441.00M
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Return for Risk
VRTS vs. CVI — Risk / Return Rank
VRTS
CVI
VRTS vs. CVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and CVR Energy, Inc. (CVI). 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 | CVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.05 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 0.06 | -0.44 |
| Martin ratioReturn relative to average drawdown | -0.63 | 0.13 | -0.76 |
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Drawdowns
VRTS vs. CVI - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, smaller than the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for VRTS and CVI.
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Drawdown Indicators
| VRTS | CVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -92.39% | +18.03% |
Max Drawdown (1Y)Largest decline over 1 year | -38.95% | -48.21% | +9.26% |
Max Drawdown (3Y)Largest decline over 3 years | -46.59% | -56.17% | +9.58% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -56.17% | +0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -80.26% | +21.56% |
Current DrawdownCurrent decline from peak | -48.80% | -30.75% | -18.05% |
Average DrawdownAverage peak-to-trough decline | -31.50% | -35.14% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.20% | 22.69% | +0.51% |
Volatility
VRTS vs. CVI - Volatility Comparison
The current volatility for Virtus Investment Partners, Inc. (VRTS) is 9.09%, while CVR Energy, Inc. (CVI) has a volatility of 13.89%. This indicates that VRTS experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTS | CVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 13.89% | -4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 25.93% | 41.12% | -15.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.59% | 52.06% | -17.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.88% | 57.98% | -22.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.59% | 59.14% | -20.55% |
Dividends
VRTS vs. CVI - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.66%, more than CVI's 1.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 1.73% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
VRTS Virtus Investment Partners, Inc. | 6.66% | 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. CVI - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and CVR Energy, 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
Frequently Asked Questions
VRTS and CVI have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (13.89%) compared to VRTS (9.09%). In terms of maximum drawdown, VRTS dropped -74.36% vs CVI's -92.39%.
CVI currently has the higher Sharpe Ratio (0.06 vs -0.42), 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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