WCFRX vs. AIO
Compare and contrast key facts about Virtus Westchester Credit Event Fund (WCFRX) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
WCFRX is managed by Virtus. It was launched on Dec 28, 2017. AIO is managed by Virtus. It was launched on Oct 29, 2019.
Performance
WCFRX vs. AIO - Performance Comparison
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WCFRX vs. AIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WCFRX Virtus Westchester Credit Event Fund | -0.85% | 4.37% | 6.83% | 9.23% | -5.28% | 7.08% | 16.26% | 1.82% |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 0.42% | 0.48% | 54.48% | 19.27% | -28.06% | 13.51% | 46.27% | 1.05% |
Returns By Period
In the year-to-date period, WCFRX achieves a -0.85% return, which is significantly lower than AIO's 0.42% return.
WCFRX
- 1D
- 0.00%
- 1M
- -0.83%
- YTD
- -0.85%
- 6M
- -0.88%
- 1Y
- 2.49%
- 3Y*
- 5.44%
- 5Y*
- 3.06%
- 10Y*
- —
AIO
- 1D
- 1.47%
- 1M
- -6.35%
- YTD
- 0.42%
- 6M
- -2.34%
- 1Y
- 18.31%
- 3Y*
- 19.00%
- 5Y*
- 7.62%
- 10Y*
- —
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WCFRX vs. AIO - Expense Ratio Comparison
WCFRX has a 1.90% expense ratio, which is higher than AIO's 1.41% expense ratio.
Return for Risk
WCFRX vs. AIO — Risk / Return Rank
WCFRX
AIO
WCFRX vs. AIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Westchester Credit Event Fund (WCFRX) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). 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.
| WCFRX | AIO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.80 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.25 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.02 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.05 | 3.74 | +0.31 |
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
| WCFRX | AIO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.80 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.35 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.50 | +0.33 |
Correlation
The correlation between WCFRX and AIO is 0.47, 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.
Dividends
WCFRX vs. AIO - Dividend Comparison
WCFRX's dividend yield for the trailing twelve months is around 6.88%, less than AIO's 13.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WCFRX Virtus Westchester Credit Event Fund | 6.88% | 5.82% | 5.33% | 4.15% | 0.21% | 13.79% | 0.90% | 2.99% | 1.43% |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 13.97% | 13.75% | 7.30% | 10.34% | 11.12% | 19.97% | 9.31% | 0.54% | 0.00% |
Drawdowns
WCFRX vs. AIO - Drawdown Comparison
The maximum WCFRX drawdown since its inception was -23.56%, smaller than the maximum AIO drawdown of -44.88%. Use the drawdown chart below to compare losses from any high point for WCFRX and AIO.
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Drawdown Indicators
| WCFRX | AIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.56% | -44.88% | +21.32% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -15.46% | +13.37% |
Max Drawdown (5Y)Largest decline over 5 years | -9.57% | -37.39% | +27.82% |
Current DrawdownCurrent decline from peak | -1.79% | -8.10% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -11.22% | +6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 4.21% | -3.62% |
Volatility
WCFRX vs. AIO - Volatility Comparison
The current volatility for Virtus Westchester Credit Event Fund (WCFRX) is 0.69%, while Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a volatility of 6.44%. This indicates that WCFRX experiences smaller price fluctuations and is considered to be less risky than AIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCFRX | AIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 6.44% | -5.75% |
Volatility (6M)Calculated over the trailing 6-month period | 1.26% | 13.65% | -12.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.21% | 23.22% | -21.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.17% | 22.03% | -17.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.64% | 27.03% | -20.39% |