Seasonality
VRTS seasonality — Virtus Investment Partners, Inc.
Over the last 11 years, VRTS's strongest month on average has been July (+6.9%) and its weakest March (-5.9%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +0.32% | -1.14% | 50% | +13.3% | -11.9% | 10 |
| Feb | -1.32% | -2.97% | 30% | +19.5% | -15.2% | 10 |
| Mar | -5.88% | -4.04% | 20% | +6.7% | -31.1% | 10 |
| Apr | -0.24% | -1.91% | 50% | +25.7% | -26.2% | 10 |
| May | +3.07% | +4.47% | 70% | +14.4% | -17.1% | 10 |
| Jun | +3.93% | +2.71% | 70% | +25.1% | -11.2% | 10 |
| Jul | +6.89% | +5.18% | 80% | +20.6% | -0.6% | 10 |
| Aug | -0.09% | +0.11% | 50% | +13.2% | -10.0% | 10 |
| Sep | -4.76% | -2.38% | 20% | +9.5% | -20.1% | 10 |
| Oct | -1.90% | -0.79% | 50% | +15.1% | -14.3% | 10 |
| Nov | +4.87% | +6.18% | 67% | +14.1% | -7.1% | 9 |
| Dec | +1.98% | +0.92% | 50% | +23.6% | -16.4% | 10 |
Monthly returns heat map — VRTS
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.1 | -15.2 | -2.9 | 8.3 | -1.7 | 0.3 | 11.1 | 3.9 | -20.1 | -10.7 | 7.7 | -21.9% | |
| 2025 | -9.6 | -5.9 | -8.2 | -10.9 | 11.1 | 6.3 | 6.6 | 4.2 | -5.7 | -14.3 | -2.0 | 2.2 | -26.0% |
| 2024 | -2.3 | -1.6 | 6.7 | -11.6 | 4.2 | -1.2 | 0.1 | -6.3 | -1.0 | 3.3 | 14.1 | -10.7 | -8.8% |
| 2023 | 12.2 | -2.1 | -9.5 | -4.3 | 4.7 | 3.5 | 4.2 | 0.7 | -2.5 | -8.8 | 6.2 | 23.6 | +26.3% |
| 2022 | -11.9 | -8.1 | -0.3 | -26.2 | 8.8 | -11.2 | 20.6 | -7.3 | -16.6 | 7.5 | 13.1 | -1.3 | -35.6% |
| 2021 | -3.2 | 19.5 | -6.1 | 16.1 | 2.8 | -1.2 | -0.6 | 13.2 | -0.8 | 3.1 | -7.1 | -0.1 | +36.9% |
| 2020 | 1.1 | -10.3 | -31.1 | 6.8 | 14.4 | 25.1 | 16.9 | 4.4 | -2.3 | 15.1 | 12.1 | 21.3 | +78.3% |
| 2019 | 13.3 | 13.7 | -4.7 | 25.7 | -17.1 | 5.7 | -0.2 | -0.4 | 3.6 | -1.9 | 8.6 | 3.3 | +53.2% |
| 2018 | 11.3 | -3.9 | 0.6 | -6.8 | 8.8 | 1.9 | 4.1 | -3.2 | -11.8 | -12.7 | -4.4 | -16.4 | -31.0% |
| 2017 | -7.7 | 0.6 | -3.4 | 0.5 | -5.4 | 10.2 | 6.2 | -10.0 | 9.5 | 0.3 | 3.1 | -4.2 | -2.5% |
| 2016 | 1.9 |