VRTS
Price:
$242.09
Market Cap:
$1.70B
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investmen...[Read more]
Industry
Asset Management
IPO Date
2009-01-02
Stock Exchange
NASDAQ
Ticker
VRTS
According to Virtus Investment Partners, Inc.’s latest financial reports and current stock price. The company's current ROE is 13.66%. This represents a change of 300.80% compared to the average of 3.41% of the last 4 quarters.
The mean historical ROE of Virtus Investment Partners, Inc. over the last ten years is 14.32%. The current 13.66% ROE has changed -4.64% with respect to the historical average. Over the past ten years (40 quarters), VRTS's ROE was at its highest in in the June 2021 quarter at 8.06%. The ROE was at its lowest in in the March 2020 quarter at -0.65%.
Average
14.32%
Median
14.73%
Minimum
6.29%
Maximum
25.13%
Discovering the peaks and valleys of Virtus Investment Partners, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 118.88%
Maximum Annual ROE = 25.13%
Minimum Annual Increase = -60.27%
Minimum Annual ROE = 6.29%
Year | ROE | Change |
---|---|---|
2023 | 15.12% | 5.09% |
2022 | 14.39% | -42.74% |
2021 | 25.13% | 48.96% |
2020 | 16.87% | 19.17% |
2019 | 14.16% | 18.06% |
2018 | 11.99% | 90.67% |
2017 | 6.29% | -58.29% |
2016 | 15.08% | 118.88% |
2015 | 6.89% | -60.27% |
2014 | 17.34% | 13.66% |
The current ROE of Virtus Investment Partners, Inc. (VRTS) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
18.21%
5-year avg
17.13%
10-year avg
14.32%
Virtus Investment Partners, Inc.’s ROE is less than Invesco Advantage Municipal Income Trust II (12.62%), less than Invesco Municipal Trust (18.14%), less than Invesco California Value Municipal Income Trust (18.35%), less than Tri-Continental Corporation (15.62%), less than Invesco Trust for Investment Grade Municipals (10.22%), less than Invesco Quality Municipal Income Trust (10.37%), less than Invesco Municipal Opportunity Trust (18.03%), less than MFS High Income Municipal Trust (4.73%), less than DWS Municipal Income Trust (3.59%), less than BrightSphere Investment Group Inc. (0%), greater than Hamilton Lane Incorporated (-864.90%), less than Diamond Hill Investment Group, Inc. (33.57%), less than null (30.80%),
Company | ROE | Market cap |
---|---|---|
12.62% | $396.99M | |
18.14% | $546.71M | |
18.35% | $495.19M | |
15.62% | $1.82B | |
10.22% | $550.45M | |
10.37% | $527.78M | |
18.03% | $664.29M | |
4.73% | $119.17M | |
3.59% | $386.24M | |
0% | $1.16B | |
-864.90% | $11.06B | |
33.57% | $464.34M | |
30.80% | $0 |
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How does the current ROE for Virtus Investment Partners, Inc. (VRTS) compare to its historical average?