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.
Performance
WCFRX vs. RCTIX - Performance Comparison
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WCFRX vs. RCTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WCFRX Virtus Westchester Credit Event Fund | -0.85% | 4.37% | 6.83% | 9.23% | -5.28% | 7.08% | 16.26% | 12.60% | -3.23% |
RCTIX River Canyon Total Return Bond Fund | -0.97% | 7.75% | 7.49% | 10.02% | -4.07% | 4.26% | 6.42% | 11.71% | 1.92% |
Returns By Period
In the year-to-date period, WCFRX achieves a -0.85% return, which is significantly higher than RCTIX's -0.97% return.
WCFRX
- 1D
- 0.00%
- 1M
- -0.83%
- YTD
- -0.85%
- 6M
- -0.88%
- 1Y
- 2.49%
- 3Y*
- 5.44%
- 5Y*
- 3.06%
- 10Y*
- —
RCTIX
- 1D
- -0.41%
- 1M
- -1.50%
- YTD
- -0.97%
- 6M
- 0.18%
- 1Y
- 4.55%
- 3Y*
- 7.05%
- 5Y*
- 4.20%
- 10Y*
- 5.54%
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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.
Return for Risk
WCFRX vs. RCTIX — Risk / Return Rank
WCFRX
RCTIX
WCFRX vs. RCTIX - Risk-Adjusted Trends 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.
| WCFRX | RCTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.94 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.81 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 3.10 | -1.95 |
Martin ratioReturn relative to average drawdown | 4.05 | 12.23 | -8.18 |
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 | RCTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.94 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.71 | -0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 1.29 | -0.46 |
Correlation
The correlation between WCFRX and RCTIX is 0.19, 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.
Dividends
WCFRX vs. RCTIX - Dividend Comparison
WCFRX's dividend yield for the trailing twelve months is around 6.88%, which matches RCTIX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WCFRX Virtus Westchester Credit Event Fund | 6.88% | 5.82% | 5.33% | 4.15% | 0.21% | 13.79% | 0.90% | 2.99% | 1.43% | 0.00% | 0.00% |
RCTIX River Canyon Total Return Bond Fund | 6.83% | 7.31% | 7.89% | 8.50% | 5.98% | 3.02% | 5.97% | 4.97% | 3.30% | 4.89% | 2.16% |
Drawdowns
WCFRX vs. RCTIX - Drawdown Comparison
The maximum WCFRX drawdown since its inception was -23.56%, 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.
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Drawdown Indicators
| WCFRX | RCTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.56% | -10.89% | -12.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -1.50% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -9.57% | -6.17% | -3.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -10.89% | — |
Current DrawdownCurrent decline from peak | -1.79% | -1.50% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -1.09% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 0.38% | +0.21% |
Volatility
WCFRX vs. RCTIX - Volatility Comparison
The current volatility for Virtus Westchester Credit Event Fund (WCFRX) is 0.69%, while River Canyon Total Return Bond Fund (RCTIX) has a volatility of 0.91%. This indicates that WCFRX experiences smaller price fluctuations and is considered to be less risky than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCFRX | RCTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 0.91% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.26% | 1.59% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.21% | 2.31% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.17% | 2.47% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.64% | 3.74% | +2.90% |