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Nasdaq - Delayed Quote USD

Virtus Westchester Event-Driven Fd I (WCEIX)

10.81
-0.01
(-0.09%)
As of 8:07:20 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.88%
5y Average Return 5.28%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 11.13%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 11.13%
Worst 3Y Total Return 1.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WCEIX
Category
YTD
2.07%
4.64%
1-Month
-0.55%
-0.23%
3-Month
2.07%
1.87%
1-Year
4.61%
13.76%
3-Year
2.81%
6.25%
5-Year
6.14%
5.34%
10-Year
3.59%
4.15%
Last Bull Market
3.86%
8.78%
Last Bear Market
-5.45%
-6.83%

Annual Total Return (%) History

Year
WCEIX
Category
2025
--
--
2024
3.26%
--
2023
5.86%
--
2022
-2.79%
--
2021
1.75%
--
2020
6.55%
6.69%
2019
11.13%
7.68%
2018
5.27%
1.61%

2017
4.72%
4.30%
2016
2.86%
4.11%
2015
-2.08%
-0.75%
2014
--
1.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.07% -- -- --
2024 0.75% -0.46% 1.96% 0.99%
2023 0.97% -0.77% 2.60% 2.98%
2022 -0.19% -5.45% 0.60% 2.39%
2021 2.46% 1.55% -2.37% 0.17%
2020 -12.72% 6.76% 3.51% 10.46%
2019 4.54% 1.51% 1.95% 2.72%
2018 0.98% 4.19% 0.47% -0.41%
2017 1.53% 2.61% 0.00% 0.52%
2016 0.83% -0.52% 1.24% 1.28%

2015 1.97% -1.16% -4.31% 1.52%
2014 2.94% -1.33% 0.16% --

Rank in Category (By Total Return)

YTD 31
1-Month 70
3-Month 31
1-Year 55
3-Year 70
5-Year 29

Load Adjusted Returns

1-Year 4.61%
3-Year 2.81%
5-Year 6.14%
10-Year 3.59%

Performance & Risk

YTD Return 1.88%
5y Average Return 5.28%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.18
Morningstar Risk Rating

Fund Overview

Category Event Driven
Fund Family Virtus
Net Assets 132.72M
YTD Return 2.07%
Yield 1.19%
Morningstar Rating
Inception Date Jan 02, 2014

Fund Summary

The fund adviser primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity and/or debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations (referred to as "event-driven opportunities").

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