VRTS vs. MNST
VRTS (Virtus Investment Partners, Inc.) and MNST (Monster Beverage Corporation) are both stocks. VRTS operates in Asset Management (Financial Services), while MNST operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, VRTS returned 9.41%/yr vs 13.23%/yr for MNST. At a 0.26 correlation, their price movements are largely independent.
Performance
VRTS vs. MNST - Performance Comparison
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Returns By Period
In the year-to-date period, VRTS achieves a -6.85% return, which is significantly lower than MNST's 15.09% return. Over the past 10 years, VRTS has underperformed MNST with an annualized return of 9.41%, while MNST has yielded a comparatively higher 13.23% annualized return.
VRTS
- 1D
- 1.15%
- 1M
- 8.29%
- YTD
- -6.85%
- 6M
- -2.31%
- 1Y
- -7.37%
- 3Y*
- -5.80%
- 5Y*
- -9.74%
- 10Y*
- 9.41%
MNST
- 1D
- -0.97%
- 1M
- 14.42%
- YTD
- 15.09%
- 6M
- 18.11%
- 1Y
- 38.24%
- 3Y*
- 14.05%
- 5Y*
- 13.17%
- 10Y*
- 13.23%
VRTS vs. MNST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -6.85% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
MNST Monster Beverage Corporation | 15.09% | 45.87% | -8.77% | 13.48% | 5.72% | 3.85% | 45.52% | 29.11% | -22.23% | 42.74% |
Correlation
The correlation between VRTS and MNST is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2009 | 0.26 |
Over the past year, the correlation between VRTS and MNST has dropped to 0.05 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.
Fundamentals
VRTS:
$1.00B
MNST:
$87.20B
VRTS:
$16.98
MNST:
$2.06
VRTS:
8.67
MNST:
42.82
VRTS:
1.27
MNST:
9.89
VRTS:
1.09
MNST:
9.99
VRTS:
$799.77M
MNST:
$8.79B
VRTS:
$646.06M
MNST:
$4.88B
VRTS:
$384.75M
MNST:
$2.70B
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Return for Risk
VRTS vs. MNST — Risk / Return Rank
VRTS
MNST
VRTS vs. MNST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Monster Beverage Corporation (MNST). 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 | MNST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.22 | 1.46 | -1.68 |
Sortino ratioReturn per unit of downside risk | -0.08 | 2.31 | -2.39 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.30 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.22 | 2.15 | -2.37 |
Martin ratioReturn relative to average drawdown | -0.39 | 6.08 | -6.47 |
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 | MNST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.22 | 1.46 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.54 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.51 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.60 | -0.17 |
Drawdowns
VRTS vs. MNST - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, which is greater than MNST's maximum drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for VRTS and MNST.
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Drawdown Indicators
| VRTS | MNST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -69.17% | -5.19% |
Max Drawdown (1Y)Largest decline over 1 year | -38.95% | -17.70% | -21.25% |
Max Drawdown (3Y)Largest decline over 3 years | -46.59% | -26.04% | -20.55% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -26.62% | -28.88% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -30.42% | -28.28% |
Current DrawdownCurrent decline from peak | -46.87% | -1.12% | -45.75% |
Average DrawdownAverage peak-to-trough decline | -31.45% | -20.68% | -10.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.17% | 6.25% | +15.92% |
Volatility
VRTS vs. MNST - Volatility Comparison
The current volatility for Virtus Investment Partners, Inc. (VRTS) is 9.74%, while Monster Beverage Corporation (MNST) has a volatility of 14.06%. This indicates that VRTS experiences smaller price fluctuations and is considered to be less risky than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTS | MNST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.74% | 14.06% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 25.78% | 20.00% | +5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.94% | 26.33% | +7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.83% | 24.58% | +11.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.57% | 26.25% | +12.32% |
Dividends
VRTS vs. MNST - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.42%, while MNST has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRTS Virtus Investment Partners, Inc. | 6.42% | 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. MNST - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Monster Beverage 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. MNST - 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%.
MNST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a gross profit of 1.29B and revenue of 2.35B. Therefore, the gross margin over that period was 55.0%.
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%.
MNST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported an operating income of 729.96M and revenue of 2.35B, resulting in an operating margin of 31.0%.
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%.
MNST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a net income of 569.49M and revenue of 2.35B, resulting in a net margin of 24.2%.
Frequently Asked Questions
VRTS and MNST have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNST has higher volatility (14.06%) compared to VRTS (9.74%). In terms of maximum drawdown, VRTS dropped -74.36% vs MNST's -69.17%.
MNST currently has the higher Sharpe Ratio (1.46 vs -0.22), 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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