Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) | 4.30% | 2.68% | 17.31% | 22.97% | 11.75% | NA | NA | … | … |
Data as of 02/04/2026, Common starting date is 09/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) | 09/14/2015 | 02/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.68 | 17.31 | 22.97 | 11.75 | NA | NA | … | … | 4.30 | 2.43 | 39.97 | 10.88 | 29.50 | 43.40 | -19.47 | 8.58 | -17.94 | -2.16 | 30.20 | -17.78 |
| Sharpe Ratio | NA | -0.01 | 0.83 | 1.00 | 0.40 | NA | NA | … | … | 4.40 | -0.02 | 2.75 | 0.44 | 0.98 | 1.89 | -0.38 | 0.43 | -0.92 | -0.19 | 1.08 | -1.43 |
| Standard Deviation(%) | NA | 18.93 | 16.56 | 20.61 | 25.34 | NA | NA | … | … | 12.08 | 19.77 | 13.20 | 16.63 | 28.74 | 22.96 | 52.31 | 16.41 | 20.99 | 15.17 | 27.86 | 33.54 |
| Draw Down(%) | NA | 14.65 | 17.72 | 21.40 | 65.05 | NA | NA | … | … | 2.86 | 17.72 | 9.35 | 11.72 | 21.40 | 13.58 | 58.63 | 16.90 | 28.11 | 16.40 | 20.40 | 27.29 |
| Yield(%) | 0.00 | 7.87 | 5.60 | 7.02 | 4.77 | 2.44 | 1.83 | … | … | 0.00 | 8.07 | 2.61 | 2.32 | 2.87 | 3.96 | 3.30 | 3.16 | 2.24 | 1.71 | 2.22 | 0.47 |
Data as of 02/04/2026, Common starting date is 09/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) |
-23.93%
Mar 2017 – Mar 2020 |
-9.41%
Oct 2015 – Oct 2020 |
7.86%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPCX (VIRTUS SELECT MLP AND ENERGY FUND CLASS C) |
41.72%
Mar 2020 – Mar 2023 |
35.81%
Mar 2020 – Mar 2025 |
11.68%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart