Nasdaq - Delayed Quote USD
Virtus Westchester Event-Driven Fd I (WCEIX)
10.87
+0.02
+(0.18%)
At close: May 9 at 8:02:21 PM EDT
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 | 2.35% |
| 5y Average Return | 5.17% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WCEIX | Category Average | WCEIX | Category Average | WCEIX | Category Average | |
| Alpha | -2.68 | 0.01 | -0.09 | 0 | -0.47 | 0.01 |
| BETA | 0.19 | 0 | 0.24 | 0 | 0.3 | 0 |
| Mean Annual Return | 0.26 | 0.01 | 0.44 | 0 | 0.31 | 0 |
| R-squared | 45.12 | 0.52 | 42.02 | 0.46 | 50.56 | 0.51 |
| Standard Deviation | 4.44 | 0.07 | 5.59 | 0.06 | 6.13 | 0.06 |
| Sharpe Ratio | -0.34 | 0.01 | 0.44 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | -8.46 | 0.22 | 10.04 | 0.16 | 5.3 | 0.14 |
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