ANNX vs VRTS

Comparison between Annexon Inc (ANNX, Company) and Virtus Investment Partners Inc (VRTS, Company).

ANNX is from the Healthcare sector, while VRTS is from the Financial Services sector.

5-Year PerformanceVRTS has outperformed ANNX, delivering a return of -8.2% compared to -27.2%

ANNX vs VRTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ANNX(COMPANY)	VRTS(COMPANY)
Market Cap	$952M	$946M
Max Drawdown	96.06%	76.80%
Sharpe Ratio	1.28	-0.33
5Y Beta	1.23	1.10
Industry	Biotechnology	Asset Management
P/E Ratio	-3.79	8.35
Forward P/E	N/A	7.66
PEG Ratio	-0.23	N/A
Dividend Yield	N/A	6.57%
5Y Dividends CAGR	N/A	30.18%
5Y EPS CAGR	N/A	-1.09%
Debt to Equity	0.00%	47.88%
Free Cash Flow Yield	-19.25%	-3.57%

Market Cap

Winner

ANNX

$952M

VRTS

$946M

Max Drawdown

ANNX

96.06%

Winner

VRTS

76.80%

Sharpe Ratio

Winner

ANNX

1.28

VRTS

-0.33

5Y Beta

ANNX

1.23

Winner

VRTS

1.10

Industry

ANNX

Biotechnology

VRTS

Asset Management

P/E Ratio

Winner

ANNX

-3.79

VRTS

8.35

Forward P/E

ANNX

N/A

VRTS

7.66

PEG Ratio

ANNX

-0.23

VRTS

N/A

Dividend Yield

ANNX

N/A

VRTS

6.57%

5Y Dividends CAGR

ANNX

N/A

VRTS

30.18%

5Y EPS CAGR

ANNX

N/A

VRTS

-1.09%

Debt to Equity

Winner

ANNX

0.00%

VRTS

47.88%

Free Cash Flow Yield

ANNX

-19.25%

Winner

VRTS

-3.57%

ANNX vs VRTS - Historical Returns

Returns include dividend reinvestment.

Period	ANNX	VRTS
1 month	-1.21%	+1.01%
3 months	-9.59%	+10.58%
6 months	+1.66%	-10.49%
1 year	+109.40%	-13.88%
5 years(CAGR)	-27.20%	-8.22%
10 years(CAGR)	N/A	+9.58%
Max(CAGR)	-19.61%	+18.20%

ANNX

-1.21%

Winner

VRTS

+1.01%

ANNX

-9.59%

Winner

VRTS

+10.58%

Winner

ANNX

+1.66%

VRTS

-10.49%

Winner

ANNX

+109.40%

VRTS

-13.88%

5Y(CAGR)

ANNX

-27.20%

Winner

VRTS

-8.22%

10Y(CAGR)

ANNX

N/A

VRTS

+9.58%

Max(CAGR)

ANNX

-19.61%

Winner

VRTS

+18.20%

ANNX vs VRTS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ANNX	VRTS
2026	+4.48%	-10.13%
2025	-8.73%	-21.60%
2024	+5.99%	-3.05%
2023	-5.22%	+29.08%
2022	-56.70%	-31.93%
2021	-51.94%	+41.77%
2020	+40.93%	+80.31%
2019	N/A	+53.56%
2018	N/A	-29.70%
2017	N/A	-3.88%
2016	N/A	+3.04%
2015	N/A	-28.28%
2014	N/A	-14.35%
2013	N/A	+59.17%
2012	N/A	+56.05%
2011	N/A	+62.80%
2010	N/A	+172.66%
2009	N/A	+51.43%

ANNX vs VRTS Drawdown Comparison

The maximum drawdown for ANNX was -96.06%, occurring on Apr 10, 2025. This drawdown has not yet recovered.

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The current ANNX drawdown is -86.00%. The current VRTS drawdown is -48.92%.

Rank	ANNX	VRTS
#1	-96.06% Mar 16, 2021 - Apr 10, 2025	-74.37% May 17, 2013 - Jan 6, 2021
#2	-31.37% Oct 16, 2020 - Dec 23, 2020	-66.02% Jan 6, 2009 - May 8, 2009
#3	-27.99% Dec 23, 2020 - Feb 22, 2021	-55.49% Nov 12, 2021 - Mar 16, 2026
#4	-25.64% Aug 12, 2020 - Sep 30, 2020	-36.20% Jul 26, 2011 - Jan 10, 2012
#5	-13.04% Feb 22, 2021 - Mar 11, 2021	-27.36% May 13, 2010 - Jul 30, 2010
#6	-10.78% Sep 30, 2020 - Oct 16, 2020	-20.71% Apr 2, 2012 - Aug 21, 2012
#7	-3.12% Aug 3, 2020 - Aug 5, 2020	-20.54% Jun 4, 2009 - Jan 4, 2010
#8	-3.02% Aug 5, 2020 - Aug 10, 2020	-16.10% Jan 2, 2009 - Jan 6, 2009
#9	-2.83% Jul 29, 2020 - Aug 3, 2020	-16.00% Apr 4, 2011 - Jul 1, 2011
#10	-1.46% Jul 24, 2020 - Jul 28, 2020	-15.99% Jun 3, 2021 - Aug 5, 2021
#11	-0.38% Mar 11, 2021 - Mar 15, 2021	-15.15% Mar 3, 2011 - Mar 24, 2011
#12	N/A	-13.36% Jan 14, 2021 - Feb 4, 2021
#13	N/A	-11.91% Dec 9, 2010 - Feb 2, 2011
#14	N/A	-11.01% Mar 1, 2021 - Apr 28, 2021
#15	N/A	-10.29% Aug 4, 2010 - Sep 1, 2010