What is the performance history of Virtus funds?

Asked 2 years ago
The performance history of Virtus Funds varies significantly across different funds and investment strategies. Virtus Investment Partners offers a diverse range of mutual funds and institutional investment solutions, each with unique objectives, asset classes, and management teams. Performance is influenced by market conditions, investment decisions, and the underlying assets held within each fund. Virtus Funds typically include equity, fixed income, alternative, and multi-asset strategies. It is essential to evaluate each fund individually, as their historical performance can reflect varying degrees of risk and return profiles tailored to meet different investor needs. For instance, some funds might focus on value investing, while others may pursue growth or income strategies. Performance metrics commonly reviewed include total returns, volatility, and risk-adjusted returns, often assessed over multiple time frames such as one year, three years, five years, and since inception. Many investors also consider the standard deviation of returns and the Sharpe ratio, which evaluates returns relative to risk, to ascertain a fund's overall effectiveness. For up-to-date and detailed performance information, investors can visit the official Virtus Investment Partners website, where they can find comprehensive data, including fund fact sheets, performance charts, and historical returns for specific funds. It is advisable to consider performance alongside other factors such as fees, expense ratios, and the investment philosophy of the fund managers to make informed investment decisions. Investors should also note that past performance is not necessarily indicative of future results, and obtaining further information may be beneficial to understand the funds more thoroughly.
Adam Goldkamp is the editor / author responsible for this content.
Answered Aug 27, 2025

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