VRTS vs. ROST
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and Ross Stores, Inc. (ROST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTS or ROST.
Correlation
The correlation between VRTS and ROST is 0.54, 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.
Performance
VRTS vs. ROST - Performance Comparison
Loading data...
Key characteristics
VRTS:
-0.62
ROST:
0.59
VRTS:
-0.70
ROST:
1.06
VRTS:
0.92
ROST:
1.12
VRTS:
-0.39
ROST:
0.67
VRTS:
-1.05
ROST:
1.73
VRTS:
19.25%
ROST:
8.15%
VRTS:
33.64%
ROST:
25.08%
VRTS:
-74.36%
ROST:
-82.24%
VRTS:
-39.98%
ROST:
-3.26%
Fundamentals
VRTS:
$1.22B
ROST:
$49.10B
VRTS:
$16.85
ROST:
$6.31
VRTS:
10.50
ROST:
23.67
VRTS:
0.62
ROST:
2.82
VRTS:
1.35
ROST:
2.32
VRTS:
1.28
ROST:
8.91
VRTS:
$900.74M
ROST:
$16.27B
VRTS:
$658.04M
ROST:
$4.50B
VRTS:
$386.24M
ROST:
$2.43B
Returns By Period
In the year-to-date period, VRTS achieves a -18.05% return, which is significantly lower than ROST's -0.08% return. Over the past 10 years, VRTS has underperformed ROST with an annualized return of 7.00%, while ROST has yielded a comparatively higher 12.73% annualized return.
VRTS
-18.05%
16.93%
-24.25%
-20.81%
20.48%
7.00%
ROST
-0.08%
4.87%
7.86%
14.60%
13.18%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VRTS vs. ROST — Risk-Adjusted Performance Rank
VRTS
ROST
VRTS vs. ROST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Ross Stores, Inc. (ROST). 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.
Loading data...
Dividends
VRTS vs. ROST - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 4.91%, more than ROST's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 4.91% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
ROST Ross Stores, Inc. | 1.00% | 0.97% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.88% | 0.85% |
Drawdowns
VRTS vs. ROST - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, smaller than the maximum ROST drawdown of -82.24%. Use the drawdown chart below to compare losses from any high point for VRTS and ROST. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VRTS vs. ROST - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 10.60% compared to Ross Stores, Inc. (ROST) at 7.18%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than ROST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
VRTS vs. ROST - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Ross Stores, 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. ROST - Profitability Comparison
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.
ROST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported a gross profit of 1.57B and revenue of 5.91B. Therefore, the gross margin over that period was 26.5%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.
ROST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported an operating income of 731.02M and revenue of 5.91B, resulting in an operating margin of 12.4%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.
ROST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported a net income of 586.78M and revenue of 5.91B, resulting in a net margin of 9.9%.