Virtus Investment Partners, Inc. (VRTS)
119.31
-3.04
(-2.48%)
USD |
NYSE |
Oct 23, 16:00
120.14
+0.83
(+0.70%)
Pre-Market: 20:00
Virtus Investment Partners Max Drawdown (5Y) : 55.49% for Sept. 30, 2026
Max Drawdown (5Y) Chart
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| September 30, 2026 | 55.49% |
| August 31, 2026 | 55.49% |
| July 31, 2026 | 55.49% |
| June 30, 2026 | 55.49% |
| May 31, 2026 | 55.49% |
| April 30, 2026 | 55.49% |
| March 31, 2026 | 55.49% |
| February 28, 2026 | 54.72% |
| January 31, 2026 | 54.72% |
| December 31, 2025 | 54.72% |
| November 30, 2025 | 54.72% |
| October 31, 2025 | 54.72% |
| September 30, 2025 | 54.72% |
| August 31, 2025 | 54.72% |
| July 31, 2025 | 54.72% |
| June 30, 2025 | 54.72% |
| May 31, 2025 | 54.72% |
| April 30, 2025 | 54.72% |
| March 31, 2025 | 54.72% |
| February 28, 2025 | 58.70% |
| January 31, 2025 | 58.70% |
| December 31, 2024 | 58.70% |
| November 30, 2024 | 58.70% |
| October 31, 2024 | 58.70% |
| September 30, 2024 | 58.70% |
| Date | Value |
|---|---|
| August 31, 2024 | 58.70% |
| July 31, 2024 | 58.70% |
| June 30, 2024 | 58.70% |
| May 31, 2024 | 58.70% |
| April 30, 2024 | 58.70% |
| March 31, 2024 | 58.70% |
| February 29, 2024 | 58.70% |
| January 31, 2024 | 58.70% |
| December 31, 2023 | 62.13% |
| November 30, 2023 | 66.31% |
| October 31, 2023 | 66.31% |
| September 30, 2023 | 66.31% |
| August 31, 2023 | 66.31% |
| July 31, 2023 | 66.31% |
| June 30, 2023 | 66.31% |
| May 31, 2023 | 66.31% |
| April 30, 2023 | 66.31% |
| March 31, 2023 | 66.31% |
| February 28, 2023 | 66.31% |
| January 31, 2023 | 66.31% |
| December 31, 2022 | 66.31% |
| November 30, 2022 | 66.31% |
| October 31, 2022 | 66.31% |
| September 30, 2022 | 66.31% |
| August 31, 2022 | 66.31% |
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| AllianceBernstein Holding LP | 45.81% |
| Cohen & Steers, Inc. (New York) | 46.33% |
| Franklin Templeton, Inc. | 47.44% |
| Invesco Ltd. | 55.14% |
| Lazard, Inc. | 44.24% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -30.06 |
| Beta (5Y) | 1.411 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 35.55% |
| Historical Sharpe Ratio (5Y) | -0.4484 |
| Historical Sortino (5Y) | -0.7743 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 16.73% |