WCFRX vs. RCTIX
Compare and contrast key facts about Virtus Westchester Credit Event Fund (WCFRX) and River Canyon Total Return Bond Fund (RCTIX).
WCFRX is managed by Virtus. It was launched on Dec 28, 2017. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCFRX or RCTIX.
Correlation
The correlation between WCFRX and RCTIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WCFRX vs. RCTIX - Performance Comparison
Key characteristics
WCFRX:
0.25
RCTIX:
2.38
WCFRX:
0.28
RCTIX:
3.43
WCFRX:
1.17
RCTIX:
1.49
WCFRX:
0.10
RCTIX:
4.37
WCFRX:
1.52
RCTIX:
12.37
WCFRX:
0.88%
RCTIX:
0.50%
WCFRX:
5.34%
RCTIX:
2.57%
WCFRX:
-23.60%
RCTIX:
-10.89%
WCFRX:
-12.49%
RCTIX:
-1.40%
Returns By Period
In the year-to-date period, WCFRX achieves a 1.34% return, which is significantly lower than RCTIX's 6.26% return.
WCFRX
1.34%
-4.94%
-1.90%
1.34%
3.09%
N/A
RCTIX
6.26%
-0.20%
2.65%
6.37%
3.99%
4.77%
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WCFRX vs. RCTIX - Expense Ratio Comparison
WCFRX has a 1.90% expense ratio, which is higher than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
WCFRX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Westchester Credit Event Fund (WCFRX) and River Canyon Total Return Bond Fund (RCTIX). 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.
Dividends
WCFRX vs. RCTIX - Dividend Comparison
WCFRX has not paid dividends to shareholders, while RCTIX's dividend yield for the trailing twelve months is around 5.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCFRX Virtus Westchester Credit Event Fund | 0.00% | 4.15% | 0.00% | 2.54% | 0.23% | 2.61% | 1.44% | 0.00% | 0.00% | 0.00% |
RCTIX River Canyon Total Return Bond Fund | 5.88% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% |
Drawdowns
WCFRX vs. RCTIX - Drawdown Comparison
The maximum WCFRX drawdown since its inception was -23.60%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for WCFRX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
WCFRX vs. RCTIX - Volatility Comparison
Virtus Westchester Credit Event Fund (WCFRX) has a higher volatility of 5.34% compared to River Canyon Total Return Bond Fund (RCTIX) at 1.04%. This indicates that WCFRX's price experiences larger fluctuations and is considered to be riskier than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.