VRTS vs. GIS
VRTS (Virtus Investment Partners, Inc.) and GIS (General Mills, Inc.) are both stocks. VRTS operates in Asset Management (Financial Services), while GIS operates in Packaged Foods (Consumer Defensive). Over the past 10 years, VRTS returned 8.92%/yr vs -3.11%/yr for GIS. At a 0.15 correlation, their price movements are largely independent.
Performance
VRTS vs. GIS - Performance Comparison
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Returns By Period
In the year-to-date period, VRTS achieves a -10.86% return, which is significantly higher than GIS's -28.66% return. Over the past 10 years, VRTS has outperformed GIS with an annualized return of 8.92%, while GIS has yielded a comparatively lower -3.11% annualized return.
VRTS
- 1D
- -4.31%
- 1M
- 1.04%
- YTD
- -10.86%
- 6M
- -10.87%
- 1Y
- -12.57%
- 3Y*
- -7.17%
- 5Y*
- -10.30%
- 10Y*
- 8.92%
GIS
- 1D
- -2.72%
- 1M
- -6.56%
- YTD
- -28.66%
- 6M
- -28.20%
- 1Y
- -37.41%
- 3Y*
- -24.38%
- 5Y*
- -9.55%
- 10Y*
- -3.11%
VRTS vs. GIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -10.86% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
GIS General Mills, Inc. | -28.66% | -23.75% | 1.45% | -19.97% | 28.09% | 18.53% | 13.60% | 43.13% | -31.57% | -0.65% |
Correlation
The correlation between VRTS and GIS is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2009 | 0.15 |
Fundamentals
VRTS:
$959.17M
GIS:
$17.45B
VRTS:
$16.98
GIS:
$4.08
VRTS:
8.30
GIS:
7.88
VRTS:
1.21
GIS:
0.95
VRTS:
1.05
GIS:
1.87
VRTS:
$799.77M
GIS:
$18.37B
VRTS:
$646.06M
GIS:
$4.70B
VRTS:
$384.75M
GIS:
$3.03B
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Return for Risk
VRTS vs. GIS — Risk / Return Rank
VRTS
GIS
VRTS vs. GIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and General Mills, Inc. (GIS). 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 | GIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +2.05 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.73 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.99 | +0.66 |
| Martin ratioReturn relative to average drawdown | -0.57 | -2.06 | +1.49 |
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 | GIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.37 | -1.59 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | -0.45 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | -0.14 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | +0.01 |
Drawdowns
VRTS vs. GIS - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, which is greater than GIS's maximum drawdown of -59.63%. Use the drawdown chart below to compare losses from any high point for VRTS and GIS.
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Drawdown Indicators
| VRTS | GIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -59.63% | -14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -38.95% | -37.97% | -0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -46.59% | -57.09% | +10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -59.63% | +4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -59.63% | +0.93% |
Current DrawdownCurrent decline from peak | -49.15% | -59.63% | +10.48% |
Average DrawdownAverage peak-to-trough decline | -31.46% | -10.25% | -21.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.26% | 18.20% | +4.06% |
Volatility
VRTS vs. GIS - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 10.57% compared to General Mills, Inc. (GIS) at 6.78%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than GIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTS | GIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.57% | 6.78% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 26.14% | 18.45% | +7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.18% | 23.60% | +10.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.88% | 21.09% | +14.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.59% | 22.08% | +16.51% |
Dividends
VRTS vs. GIS - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.71%, less than GIS's 7.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIS General Mills, Inc. | 7.58% | 5.20% | 3.73% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% |
VRTS Virtus Investment Partners, Inc. | 6.71% | 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. GIS - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and General Mills, 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
VRTS vs. GIS - 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%.
GIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported a gross profit of 0.00 and revenue of 4.44B. 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%.
GIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported an operating income of 524.60M and revenue of 4.44B, resulting in an operating margin of 11.8%.
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%.
GIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, General Mills, Inc. reported a net income of 303.10M and revenue of 4.44B, resulting in a net margin of 6.8%.
Frequently Asked Questions
VRTS and GIS have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRTS has higher volatility (10.57%) compared to GIS (6.78%). In terms of maximum drawdown, VRTS dropped -74.36% vs GIS's -59.63%.
VRTS currently has the higher Sharpe Ratio (-0.37 vs -1.59), 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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