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VRTS vs. VCTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VRTS and VCTR is 0.49, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

VRTS vs. VCTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Investment Partners, Inc. (VRTS) and Victory Capital Holdings, Inc. (VCTR). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
73.48%
506.86%
VRTS
VCTR

Key characteristics

Sharpe Ratio

VRTS:

-0.87

VCTR:

1.43

Sortino Ratio

VRTS:

-1.18

VCTR:

2.00

Omega Ratio

VRTS:

0.86

VCTR:

1.25

Calmar Ratio

VRTS:

-0.58

VCTR:

2.32

Martin Ratio

VRTS:

-1.68

VCTR:

6.20

Ulcer Index

VRTS:

15.29%

VCTR:

8.11%

Daily Std Dev

VRTS:

29.40%

VCTR:

35.12%

Max Drawdown

VRTS:

-74.36%

VCTR:

-45.22%

Current Drawdown

VRTS:

-41.88%

VCTR:

-14.69%

Fundamentals

Market Cap

VRTS:

$1.22B

VCTR:

$3.87B

EPS

VRTS:

$16.90

VCTR:

$4.38

PE Ratio

VRTS:

10.36

VCTR:

13.88

Total Revenue (TTM)

VRTS:

$682.81M

VCTR:

$681.85M

Gross Profit (TTM)

VRTS:

$440.11M

VCTR:

$594.58M

EBITDA (TTM)

VRTS:

$349.65M

VCTR:

$372.66M

Returns By Period

In the year-to-date period, VRTS achieves a -20.66% return, which is significantly lower than VCTR's -6.47% return.


VRTS

YTD

-20.66%

1M

-4.76%

6M

-13.75%

1Y

-25.86%

5Y*

25.36%

10Y*

4.93%

VCTR

YTD

-6.47%

1M

-2.45%

6M

10.68%

1Y

49.26%

5Y*

36.16%

10Y*

N/A

*Annualized

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. VCTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VRTS
The Risk-Adjusted Performance Rank of VRTS is 1111
Overall Rank
The Sharpe Ratio Rank of VRTS is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of VRTS is 1111
Sortino Ratio Rank
The Omega Ratio Rank of VRTS is 1313
Omega Ratio Rank
The Calmar Ratio Rank of VRTS is 1717
Calmar Ratio Rank
The Martin Ratio Rank of VRTS is 55
Martin Ratio Rank

VCTR
The Risk-Adjusted Performance Rank of VCTR is 8888
Overall Rank
The Sharpe Ratio Rank of VCTR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of VCTR is 8585
Sortino Ratio Rank
The Omega Ratio Rank of VCTR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VCTR is 9595
Calmar Ratio Rank
The Martin Ratio Rank of VCTR is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VRTS vs. VCTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Victory Capital Holdings, Inc. (VCTR). 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.


Sharpe ratio
The chart of Sharpe ratio for VRTS, currently valued at -0.87, compared to the broader market-2.00-1.000.001.002.003.00
VRTS: -0.87
VCTR: 1.43
The chart of Sortino ratio for VRTS, currently valued at -1.18, compared to the broader market-6.00-4.00-2.000.002.004.00
VRTS: -1.18
VCTR: 2.00
The chart of Omega ratio for VRTS, currently valued at 0.86, compared to the broader market0.501.001.502.00
VRTS: 0.86
VCTR: 1.25
The chart of Calmar ratio for VRTS, currently valued at -0.58, compared to the broader market0.001.002.003.004.005.00
VRTS: -0.58
VCTR: 2.32
The chart of Martin ratio for VRTS, currently valued at -1.68, compared to the broader market-5.000.005.0010.0015.0020.00
VRTS: -1.68
VCTR: 6.20

The current VRTS Sharpe Ratio is -0.87, which is lower than the VCTR Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VRTS and VCTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
-0.87
1.43
VRTS
VCTR

Dividends

VRTS vs. VCTR - Dividend Comparison

VRTS's dividend yield for the trailing twelve months is around 4.74%, more than VCTR's 2.78% yield.


TTM20242023202220212020201920182017201620152014
VRTS
Virtus Investment Partners, Inc.
4.74%3.60%2.83%3.21%1.33%1.30%1.91%2.39%1.56%1.52%1.53%0.53%
VCTR
Victory Capital Holdings, Inc.
2.78%2.38%3.72%3.73%1.45%0.93%0.48%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VRTS vs. VCTR - Drawdown Comparison

The maximum VRTS drawdown since its inception was -74.36%, which is greater than VCTR's maximum drawdown of -45.22%. Use the drawdown chart below to compare losses from any high point for VRTS and VCTR. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-41.88%
-14.69%
VRTS
VCTR

Volatility

VRTS vs. VCTR - Volatility Comparison

The current volatility for Virtus Investment Partners, Inc. (VRTS) is 8.95%, while Victory Capital Holdings, Inc. (VCTR) has a volatility of 11.75%. This indicates that VRTS experiences smaller price fluctuations and is considered to be less risky than VCTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
8.95%
11.75%
VRTS
VCTR

Financials

VRTS vs. VCTR - Financials Comparison

This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Victory Capital Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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