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.
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WCEIX | Category Average | WCEIX | Category Average | WCEIX | Category Average | |
| Alpha | -2.29 | 0.01 | 0.2 | 0 | -0.48 | 0.01 |
| BETA | 0.18 | 0 | 0.25 | 0 | 0.29 | 0 |
| Mean Annual Return | 0.24 | 0.01 | 0.51 | 0 | 0.31 | 0 |
| R-squared | 46 | 0.52 | 45.65 | 0.46 | 50.42 | 0.51 |
| Standard Deviation | 4.5 | 0.07 | 5.79 | 0.06 | 6.13 | 0.06 |
| Sharpe Ratio | -0.38 | 0.01 | 0.57 | 0.01 | 0.29 | 0.01 |
| Treynor Ratio | -9.78 | 0.22 | 13.36 | 0.16 | 5.5 | 0.14 |
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